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 | $12,391 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.33% | 74.59%-53.3pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,287 | $4,804-73.2% | $4,554-71.7% | $4,156-69.0% |
| Participant deferral / active EE | $2,479 | $8,216-69.8% | $7,897-68.6% | $6,407-61.3% |
| Admin fee / account holder | $126 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |