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 | $13,152 | $115,770-88.6% | $101,248-87.0% | $158,922-91.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 19.09% | 56.14%-37.1pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,435 | $4,175-65.6% | $3,660-60.8% | $4,761-69.9% |
| Participant deferral / active EE | $7,512 | $4,957+51.5% | $4,370+71.9% | $5,982+25.6% |
| Admin fee / account holder | $152 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |