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 | $13,348 | $53,822-75.2% | $75,696-82.4% | $85,850-84.5% |
| Participation rate | 84.1% | 69.1%+15.0pp | 74.8%+9.3pp | 69.3%+14.8pp |
| Annual return | 23.99% | 24.54%-0.6pp | 104.53%-80.5pp | 318.53%-294.5pp |
| Employer contribution / active EE | $435 | $2,017-78.4% | $2,743-84.1% | $2,565-83.0% |
| Participant deferral / active EE | $1,980 | $2,895-31.6% | $3,821-48.2% | $3,952-49.9% |
| Admin fee / account holder | $141 | $3,343-95.8% | $3,619-96.1% | $6,260-97.7% |