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 7-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 | $8,550 | $176,812-95.2% | $146,665-94.2% | $167,490-94.9% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 26.94% | 24.03%+2.9pp | 22.74%+4.2pp | 478.56%-451.6pp |
| Employer contribution / active EE | $1,695 | $5,160-67.2% | $4,136-59.0% | $4,837-65.0% |
| Participant deferral / active EE | $2,327 | $6,440-63.9% | $5,506-57.7% | $6,341-63.3% |
| Admin fee / account holder | $3 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |