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 6-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 | $16,289 | $176,056-90.7% | $159,436-89.8% | $167,490-90.3% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 66.21% | 331.75%-265.5pp | 263.57%-197.4pp | 478.56%-412.3pp |
| Employer contribution / active EE | $3,192 | $5,297-39.7% | $4,829-33.9% | $4,837-34.0% |
| Participant deferral / active EE | $2,985 | $7,750-61.5% | $7,352-59.4% | $6,341-52.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |