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 | $24,435 | $176,812-86.2% | $146,665-83.3% | $167,490-85.4% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 21.42% | 24.03%-2.6pp | 22.74%-1.3pp | 478.56%-457.1pp |
| Employer contribution / active EE | $2,871 | $5,160-44.4% | $4,136-30.6% | $4,837-40.7% |
| Participant deferral / active EE | $8,134 | $6,440+26.3% | $5,506+47.7% | $6,341+28.3% |
| Admin fee / account holder | $12 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |