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 7-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 | $4,137 | $37,426-88.9% | $77,482-94.7% | $79,858-94.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 29.67% | 39.70%-10.0pp | 54.79%-25.1pp | 31.71%-2.0pp |
| Employer contribution / active EE | $116 | $637-81.8% | $986-88.3% | $2,471-95.3% |
| Participant deferral / active EE | $1,783 | $1,260+41.5% | $1,861-4.2% | $3,740-52.3% |
| Admin fee / account holder | $161 | $2,504-93.6% | $2,858-94.4% | $5,306-97.0% |