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 | $7,437 | $129,217-94.2% | $93,406-92.0% | $158,922-95.3% |
| Participation rate | 84.2% | 71.0%+13.2pp | 66.8%+17.4pp | 82.0%+2.3pp |
| Annual return | 45.80% | 118.21%-72.4pp | 78.05%-32.2pp | 302.83%-257.0pp |
| Employer contribution / active EE | $1,596 | $2,711-41.1% | $2,075-23.1% | $4,761-66.5% |
| Participant deferral / active EE | $2,256 | $3,909-42.3% | $3,126-27.8% | $5,982-62.3% |
| Admin fee / account holder | $122 | $7,383-98.4% | $5,230-97.7% | $11,246-98.9% |