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 | $7,709 | $72,277-89.3% | $101,248-92.4% | $79,858-90.3% |
| Participation rate | 83.3% | 68.5%+14.9pp | 75.8%+7.5pp | 69.6%+13.7pp |
| Annual return | 20.21% | 22.30%-2.1pp | 46.47%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,023 | $2,692-62.0% | $3,660-72.1% | $2,471-58.6% |
| Participant deferral / active EE | $2,108 | $3,282-35.8% | $4,370-51.8% | $3,740-43.6% |
| Admin fee / account holder | $207 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |