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 | $6,711 | $177,572-96.2% | $154,803-95.7% | $142,382-95.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.63% | 65.07%-32.4pp | 58.88%-26.2pp | 217.08%-184.4pp |
| Employer contribution / active EE | $2,629 | $4,810-45.4% | $4,305-38.9% | $4,299-38.9% |
| Participant deferral / active EE | $2,912 | $6,272-53.6% | $5,540-47.4% | $6,507-55.2% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |