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 6-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 | $12,209 | $176,377-93.1% | $134,143-90.9% | $158,922-92.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 42.14% | 63.63%-21.5pp | 36.33%+5.8pp | 302.83%-260.7pp |
| Employer contribution / active EE | $1,979 | $5,040-60.7% | $3,704-46.6% | $4,761-58.4% |
| Participant deferral / active EE | $747 | $4,091-81.7% | $3,499-78.7% | $5,982-87.5% |
| Admin fee / account holder | $103 | $8,718-98.8% | $6,684-98.5% | $11,246-99.1% |