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 | $7,085 | $103,376-93.1% | $87,100-91.9% | $152,861-95.4% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.9%+4.9pp | 82.4%-0.6pp |
| Annual return | 33.78% | 28.10%+5.7pp | 28.19%+5.6pp | 345.32%-311.5pp |
| Employer contribution / active EE | $1,620 | $3,220-49.7% | $2,521-35.8% | $4,762-66.0% |
| Participant deferral / active EE | $3,042 | $4,778-36.3% | $4,049-24.9% | $5,850-48.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |