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 5-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 | $17,503 | $167,484-89.5% | $151,611-88.5% | $134,475-87.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | 111.20% | 7.80%+103.4pp | 3.33%+107.9pp | 417.96%-306.8pp |
| Employer contribution / active EE | $3,367 | $6,829-50.7% | $6,166-45.4% | $4,740-29.0% |
| Participant deferral / active EE | $7,338 | $8,986-18.3% | $8,363-12.3% | $6,400+14.7% |
| Admin fee / account holder | $20 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |