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 8-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 | $20,177 | $165,335-87.8% | $149,696-86.5% | $158,922-87.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 26.68% | 348.15%-321.5pp | 276.60%-249.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,253 | $5,103-75.5% | $4,644-73.0% | $4,761-73.7% |
| Participant deferral / active EE | $7,197 | $7,181+0.2% | $6,842+5.2% | $5,982+20.3% |
| Admin fee / account holder | $249 | $10,807-97.7% | $9,309-97.3% | $11,246-97.8% |