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 | $16,820 | $167,484-90.0% | $151,611-88.9% | $134,475-87.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.16% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $3,236 | $6,829-52.6% | $6,166-47.5% | $4,740-31.7% |
| Participant deferral / active EE | $7,721 | $8,986-14.1% | $8,363-7.7% | $6,400+20.6% |
| Admin fee / account holder | $212 | $13,783-98.5% | $11,616-98.2% | $11,426-98.1% |