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 | $5,029 | $109,982-95.4% | $97,226-94.8% | $145,922-96.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.88% | 242.90%-233.0pp | 75.13%-65.3pp | 561.29%-551.4pp |
| Employer contribution / active EE | $371 | $3,084-88.0% | $2,729-86.4% | $4,660-92.0% |
| Participant deferral / active EE | $722 | $4,676-84.6% | $4,264-83.1% | $6,688-89.2% |
| Admin fee / account holder | $50 | $6,221-99.2% | $5,654-99.1% | $13,397-99.6% |