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 10-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 | $14,942 | $165,335-91.0% | $149,696-90.0% | $158,922-90.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 36.70% | 348.15%-311.4pp | 276.60%-239.9pp | 302.83%-266.1pp |
| Employer contribution / active EE | $1,017 | $5,103-80.1% | $4,644-78.1% | $4,761-78.6% |
| Participant deferral / active EE | $3,862 | $7,181-46.2% | $6,842-43.6% | $5,982-35.4% |
| Admin fee / account holder | $3 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |