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 | $20,338 | $152,587-86.7% | $125,175-83.8% | $152,861-86.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.52% | 54.84%-28.3pp | 43.79%-17.3pp | 345.32%-318.8pp |
| Employer contribution / active EE | $2,776 | $4,946-43.9% | $3,865-28.2% | $4,762-41.7% |
| Participant deferral / active EE | $9,490 | $5,868+61.7% | $4,937+92.2% | $5,850+62.2% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |