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 3-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 | $5,021 | $100,773-95.0% | $88,946-94.4% | $142,382-96.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.10% | 70.18%-45.1pp | 57.82%-32.7pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,663 | $2,918-8.7% | $2,555+4.2% | $4,299-38.1% |
| Participant deferral / active EE | $5,606 | $5,230+7.2% | $4,581+22.4% | $6,507-13.8% |
| Admin fee / account holder | $148 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |