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 8-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 | $8,351 | $183,519-95.4% | $155,509-94.6% | $145,922-94.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.72% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,537 | $5,313-71.1% | $4,672-67.1% | $4,660-67.0% |
| Participant deferral / active EE | $6,786 | $6,462+5.0% | $5,626+20.6% | $6,688+1.5% |
| Admin fee / account holder | $42 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |