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 5-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 | $16,532 | $166,020-90.0% | $164,866-90.0% | $145,959-88.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 13.96% | 100.08%-86.1pp | 69.97%-56.0pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,243 | $5,275-76.4% | $4,343-71.4% | $4,661-73.3% |
| Participant deferral / active EE | $2,041 | $6,961-70.7% | $6,033-66.2% | $6,689-69.5% |
| Admin fee / account holder | $142 | $16,644-99.1% | $12,689-98.9% | $13,398-98.9% |