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 | $18,837 | $217,402-91.3% | $185,823-89.9% | $167,490-88.8% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 9.53% | 148.36%-138.8pp | 122.05%-112.5pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,891 | $5,873-50.8% | $5,167-44.1% | $4,837-40.2% |
| Participant deferral / active EE | $5,525 | $6,356-13.1% | $5,568-0.8% | $6,341-12.9% |
| Admin fee / account holder | $250 | $19,811-98.7% | $16,237-98.5% | $12,309-98.0% |