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 | $15,987 | $118,450-86.5% | $98,439-83.8% | $139,434-88.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.50% | 18.94%+2.6pp | 21.16%+0.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $5,558 | $3,609+54.0% | $3,048+82.3% | $4,751+17.0% |
| Participant deferral / active EE | $5,558 | $5,392+3.1% | $4,738+17.3% | $6,710-17.2% |
| Admin fee / account holder | $270 | $14,026-98.1% | $8,948-97.0% | $11,403-97.6% |