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 | $12,997 | $127,777-89.8% | $106,548-87.8% | $167,490-92.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 30.98% | 33.87%-2.9pp | 26.80%+4.2pp | 478.56%-447.6pp |
| Employer contribution / active EE | $1,748 | $3,427-49.0% | $2,819-38.0% | $4,837-63.9% |
| Participant deferral / active EE | $5,287 | $5,087+3.9% | $4,398+20.2% | $6,341-16.6% |
| Admin fee / account holder | $63 | $11,228-99.4% | $7,407-99.2% | $12,309-99.5% |