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 10-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 | $21,979 | $168,632-87.0% | $147,614-85.1% | $125,391-82.5% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -1.86% | 77.65%-79.5pp | 61.98%-63.8pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,536 | $6,252-59.4% | $5,564-54.4% | $4,866-47.9% |
| Participant deferral / active EE | $6,696 | $5,507+21.6% | $4,895+36.8% | $5,352+25.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |