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 | $9,071 | $70,428-87.1% | $96,562-90.6% | $85,850-89.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 16.24% | 18.59%-2.4pp | 37.78%-21.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,328 | $1,413-6.0% | $2,356-43.7% | $2,565-48.2% |
| Participant deferral / active EE | $1,848 | $2,894-36.1% | $3,849-52.0% | $3,952-53.2% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |