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 9-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 | $12,637 | $106,890-88.2% | $84,015-85.0% | $152,861-91.7% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 28.93% | 104.99%-76.1pp | 71.31%-42.4pp | 345.32%-316.4pp |
| Employer contribution / active EE | $1,980 | $2,734-27.6% | $1,983-0.2% | $4,762-58.4% |
| Participant deferral / active EE | $4,472 | $4,011+11.5% | $3,239+38.1% | $5,850-23.6% |
| Admin fee / account holder | $230 | $8,285-97.2% | $6,101-96.2% | $11,596-98.0% |