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 | $9,722 | $114,047-91.5% | $96,139-89.9% | $167,490-94.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 110.70% | 189.88%-79.2pp | 191.94%-81.2pp | 478.56%-367.9pp |
| Employer contribution / active EE | $2,768 | $3,427-19.2% | $2,797-1.0% | $4,837-42.8% |
| Participant deferral / active EE | $3,589 | $5,194-30.9% | $4,349-17.5% | $6,341-43.4% |
| Admin fee / account holder | $65 | $6,897-99.1% | $5,537-98.8% | $12,309-99.5% |