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 3-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 | $13,872 | $183,519-92.4% | $155,509-91.1% | $145,922-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.77% | 61.17%-46.4pp | 64.67%-49.9pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,277 | $5,313-57.1% | $4,672-51.3% | $4,660-51.1% |
| Participant deferral / active EE | $7,444 | $6,462+15.2% | $5,626+32.3% | $6,688+11.3% |
| Admin fee / account holder | $176 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |