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 | $1,827 | $108,172-98.3% | $77,482-97.6% | $158,922-98.9% |
| Participation rate | 94.1% | 64.4%+29.7pp | 54.2%+39.9pp | 82.0%+12.2pp |
| Annual return | 135.17% | 31.67%+103.5pp | 54.79%+80.4pp | 302.83%-167.7pp |
| Employer contribution / active EE | $881 | $1,325-33.5% | $986-10.7% | $4,761-81.5% |
| Participant deferral / active EE | $163 | $2,456-93.4% | $1,861-91.2% | $5,982-97.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |