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 8-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 | $9,440 | $157,256-94.0% | $141,162-93.3% | $152,861-93.8% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 41.51% | 64.32%-22.8pp | 71.39%-29.9pp | 345.32%-303.8pp |
| Employer contribution / active EE | $2,357 | $5,261-55.2% | $4,735-50.2% | $4,762-50.5% |
| Participant deferral / active EE | $2,528 | $7,109-64.4% | $6,709-62.3% | $5,850-56.8% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |