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 6-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 | $8,468 | $109,817-92.3% | $98,442-91.4% | $167,490-94.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 25.33% | 1956.69%-1931.4pp | 1492.73%-1467.4pp | 478.56%-453.2pp |
| Employer contribution / active EE | $1,803 | $3,224-44.1% | $2,960-39.1% | $4,837-62.7% |
| Participant deferral / active EE | $2,748 | $4,673-41.2% | $4,276-35.7% | $6,341-56.7% |
| Admin fee / account holder | $242 | $6,753-96.4% | $5,949-95.9% | $12,309-98.0% |