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 | $5,194 | $103,376-95.0% | $87,100-94.0% | $152,861-96.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 49.77% | 28.10%+21.7pp | 28.19%+21.6pp | 345.32%-295.5pp |
| Employer contribution / active EE | $2,016 | $3,220-37.4% | $2,521-20.1% | $4,762-57.7% |
| Participant deferral / active EE | $1,813 | $4,778-62.1% | $4,049-55.2% | $5,850-69.0% |
| Admin fee / account holder | $173 | $12,205-98.6% | $7,497-97.7% | $11,596-98.5% |