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 | $16,618 | $135,952-87.8% | $123,892-86.6% | $273,961-93.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 17.53% | 56.63%-39.1pp | 47.52%-30.0pp | 41.45%-23.9pp |
| Employer contribution / active EE | $4,685 | $5,170-9.4% | $4,617+1.5% | $4,869-3.8% |
| Participant deferral / active EE | $8,220 | $6,343+29.6% | $5,984+37.4% | $5,287+55.5% |
| Admin fee / account holder | $182 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |