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 8-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 | $17,387 | $65,365-73.4% | $92,893-81.3% | $72,985-76.2% |
| Participation rate | 93.8% | 68.3%+25.4pp | 76.0%+17.7pp | 69.5%+24.3pp |
| Annual return | 51.57% | 42.10%+9.5pp | 109.41%-57.8pp | 81.00%-29.4pp |
| Employer contribution / active EE | $2,462 | $2,594-5.1% | $3,653-32.6% | $2,440+0.9% |
| Participant deferral / active EE | $6,831 | $3,128+118.3% | $4,236+61.2% | $3,607+89.3% |
| Admin fee / account holder | $56 | $4,251-98.7% | $5,794-99.0% | $5,124-98.9% |