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 | $5,099 | $152,587-96.7% | $125,175-95.9% | $152,861-96.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 36.08% | 54.84%-18.8pp | 43.79%-7.7pp | 345.32%-309.2pp |
| Employer contribution / active EE | $1,088 | $4,946-78.0% | $3,865-71.9% | $4,762-77.2% |
| Participant deferral / active EE | $2,094 | $5,868-64.3% | $4,937-57.6% | $5,850-64.2% |
| Admin fee / account holder | $265 | $13,434-98.0% | $9,702-97.3% | $11,596-97.7% |