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 | $14,717 | $105,181-86.0% | $159,436-90.8% | $85,850-82.9% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 22.99% | 45.07%-22.1pp | 263.57%-240.6pp | 318.53%-295.5pp |
| Employer contribution / active EE | $1,957 | $3,318-41.0% | $4,829-59.5% | $2,565-23.7% |
| Participant deferral / active EE | $4,001 | $5,945-32.7% | $7,352-45.6% | $3,952+1.2% |
| Admin fee / account holder | $246 | $6,933-96.5% | $10,799-97.7% | $6,260-96.1% |