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 | $9,787 | $105,859-90.8% | $90,160-89.1% | $147,584-93.4% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 20.28% | 37.63%-17.3pp | 34.88%-14.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,580 | $4,126-61.7% | $3,318-52.4% | $4,876-67.6% |
| Participant deferral / active EE | $2,642 | $5,733-53.9% | $5,288-50.0% | $5,439-51.4% |
| Admin fee / account holder | $17 | $8,046-99.8% | $5,943-99.7% | $10,885-99.8% |