See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,218 | $159,901-89.2% | $146,958-88.3% | $145,922-88.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $6,853 | $5,286+29.6% | $4,933+38.9% | $4,660+47.1% |
| Participant deferral / active EE | $10,167 | $8,428+20.6% | $8,070+26.0% | $6,688+52.0% |
| Admin fee / account holder | $89 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |