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 | $20,459 | $202,318-89.9% | $172,739-88.2% | $152,861-86.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.89% | 1029.65%-1009.8pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $2,145 | $5,856-63.4% | $5,143-58.3% | $4,762-55.0% |
| Participant deferral / active EE | $6,072 | $5,948+2.1% | $5,198+16.8% | $5,850+3.8% |
| Admin fee / account holder | $19 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |