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 | $11,067 | $185,822-94.0% | $169,993-93.5% | $139,434-92.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.39% | 60.50%-41.1pp | 53.37%-34.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,019 | $7,590-60.2% | $6,785-55.5% | $4,751-36.4% |
| Participant deferral / active EE | $4,429 | $11,622-61.9% | $10,408-57.4% | $6,710-34.0% |
| Admin fee / account holder | $128 | $15,381-99.2% | $12,815-99.0% | $11,403-98.9% |