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 9-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 | $22,431 | $232,540-90.4% | $185,117-87.9% | $147,584-84.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.12% | 43.03%-34.9pp | 40.50%-32.4pp | 578.55%-570.4pp |
| Employer contribution / active EE | $1,900 | $5,195-63.4% | $4,182-54.6% | $4,876-61.0% |
| Participant deferral / active EE | $1,156 | $5,834-80.2% | $5,045-77.1% | $5,439-78.7% |
| Admin fee / account holder | $206 | $10,275-98.0% | $8,159-97.5% | $10,885-98.1% |