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 | $7,479 | $117,381-93.6% | $99,443-92.5% | $152,861-95.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 14.19% | 31.87%-17.7pp | 30.72%-16.5pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,596 | $3,013-47.0% | $2,540-37.1% | $4,762-66.5% |
| Participant deferral / active EE | $2,941 | $4,086-28.0% | $3,619-18.7% | $5,850-49.7% |
| Admin fee / account holder | $7 | $7,631-99.9% | $6,250-99.9% | $11,596-99.9% |