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 | $3,216 | $96,484-96.7% | $75,886-95.8% | $152,861-97.9% |
| Participation rate | 78.6% | 76.2%+2.4pp | 69.3%+9.3pp | 82.4%-3.9pp |
| Annual return | 38.09% | 33.98%+4.1pp | 30.76%+7.3pp | 345.32%-307.2pp |
| Employer contribution / active EE | $698 | $3,309-78.9% | $2,500-72.1% | $4,762-85.3% |
| Participant deferral / active EE | $1,119 | $4,553-75.4% | $3,603-68.9% | $5,850-80.9% |
| Admin fee / account holder | $18 | $8,078-99.8% | $5,418-99.7% | $11,596-99.8% |