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 | $11,508 | $70,475-83.7% | $100,516-88.6% | $79,858-85.6% |
| Participation rate | 85.7% | 73.7%+12.1pp | 79.4%+6.3pp | 69.6%+16.1pp |
| Annual return | 122.58% | 21.90%+100.7pp | 30.89%+91.7pp | 31.71%+90.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,029 | $5,181+55.0% | $6,270+28.1% | $3,740+114.7% |
| Admin fee / account holder | $150 | $4,478-96.7% | $8,081-98.1% | $5,306-97.2% |