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 | $165,676 | $243,530-32.0% | $609,303-72.8% | $243,530-32.0% |
| Participation rate | 100.0% | 93.6%+6.4pp | 100.0%0pp | 93.6%+6.4pp |
| Annual return | 19.45% | 7.91%+11.5pp | 12.39%+7.1pp | 7.91%+11.5pp |
| Employer contribution / active EE | $2,730 | $20,023-86.4% | $2,536+7.6% | $20,023-86.4% |
| Participant deferral / active EE | $8,700 | $11,300-23.0% | $6,666+30.5% | $11,300-23.0% |
| Admin fee / account holder | $0 | $64,087-100.0% | $2,007-100.0% | $64,087-100.0% |