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 | $17,072 | $99,985-82.9% | $146,665-88.4% | $85,850-80.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.48% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $4,739 | $2,559+85.2% | $4,136+14.6% | $2,565+84.7% |
| Participant deferral / active EE | $2,674 | $4,006-33.2% | $5,506-51.4% | $3,952-32.3% |
| Admin fee / account holder | $122 | $7,702-98.4% | $10,280-98.8% | $6,260-98.0% |