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 | $18,664 | $88,672-79.0% | $105,223-82.3% | $82,448-77.4% |
| Participation rate | 94.4% | 67.9%+26.5pp | 75.0%+19.4pp | 68.1%+26.4pp |
| Annual return | 31.28% | 30.86%+0.4pp | 180.65%-149.4pp | 41.64%-10.4pp |
| Employer contribution / active EE | $2,470 | $3,048-19.0% | $3,689-33.0% | $2,551-3.2% |
| Participant deferral / active EE | $4,749 | $4,036+17.7% | $5,072-6.4% | $4,139+14.7% |
| Admin fee / account holder | $127 | $7,146-98.2% | $8,859-98.6% | $7,234-98.2% |