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 | $8,143 | $115,770-93.0% | $101,248-92.0% | $158,922-94.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 32.23% | 56.14%-23.9pp | 46.47%-14.2pp | 302.83%-270.6pp |
| Employer contribution / active EE | $1,023 | $4,175-75.5% | $3,660-72.1% | $4,761-78.5% |
| Participant deferral / active EE | $2,833 | $4,957-42.8% | $4,370-35.2% | $5,982-52.6% |
| Admin fee / account holder | $38 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |