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 4-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 | $7,720 | $185,822-95.8% | $169,993-95.5% | $139,434-94.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.80% | 60.50%-30.7pp | 53.37%-23.6pp | 372.94%-343.1pp |
| Employer contribution / active EE | $2,005 | $7,590-73.6% | $6,785-70.5% | $4,751-57.8% |
| Participant deferral / active EE | $3,580 | $11,622-69.2% | $10,408-65.6% | $6,710-46.7% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |