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 3-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 | $17,290 | $159,901-89.2% | $146,958-88.2% | $145,922-88.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.14% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,596 | $5,286-69.8% | $4,933-67.6% | $4,660-65.8% |
| Participant deferral / active EE | $2,686 | $8,428-68.1% | $8,070-66.7% | $6,688-59.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |