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 4-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 | $11,451 | $209,336-94.5% | $197,124-94.2% | $137,256-91.7% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.7%+4.6pp | 80.0%+11.3pp |
| Annual return | 41.82% | 48.09%-6.3pp | 44.34%-2.5pp | 220.34%-178.5pp |
| Employer contribution / active EE | $3,648 | $6,591-44.7% | $6,227-41.4% | $4,156-12.2% |
| Participant deferral / active EE | $4,579 | $9,614-52.4% | $9,135-49.9% | $6,407-28.5% |
| Admin fee / account holder | $248 | $17,308-98.6% | $16,298-98.5% | $12,270-98.0% |