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 5-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 | $14,013 | $150,440-90.7% | $136,294-89.7% | $147,584-90.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.16% | 1049.08%-1033.9pp | 5155.94%-5140.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $8,284 | $5,256+57.6% | $4,695+76.4% | $4,876+69.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $69 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |