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 7-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 | $23,785 | $149,734-84.1% | $118,925-80.0% | $158,922-85.0% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 23.25% | 19.95%+3.3pp | 35.88%-12.6pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,511 | $4,115-63.3% | $3,263-53.7% | $4,761-68.3% |
| Participant deferral / active EE | $3,308 | $5,223-36.7% | $4,265-22.4% | $5,982-44.7% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |