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 | $8,935 | $63,764-86.0% | $81,930-89.1% | $79,858-88.8% |
| Participation rate | 76.9% | 67.5%+9.4pp | 72.0%+4.9pp | 69.6%+7.3pp |
| Annual return | 51.57% | 22.66%+28.9pp | 29.49%+22.1pp | 31.71%+19.9pp |
| Employer contribution / active EE | $1,401 | $1,795-22.0% | $4,310-67.5% | $2,471-43.3% |
| Participant deferral / active EE | $2,638 | $2,780-5.1% | $7,107-62.9% | $3,740-29.5% |
| Admin fee / account holder | $57 | $4,426-98.7% | $5,158-98.9% | $5,306-98.9% |