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 7-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 | $23,165 | $202,318-88.6% | $172,739-86.6% | $152,861-84.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 43.70% | 1029.65%-985.9pp | 802.84%-759.1pp | 345.32%-301.6pp |
| Employer contribution / active EE | $3,983 | $5,856-32.0% | $5,143-22.6% | $4,762-16.4% |
| Participant deferral / active EE | $9,456 | $5,948+59.0% | $5,198+81.9% | $5,850+61.6% |
| Admin fee / account holder | $192 | $17,109-98.9% | $13,954-98.6% | $11,596-98.3% |