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 9-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 | $5,463 | $140,940-96.1% | $112,229-95.1% | $139,434-96.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 21.58% | 32.71%-11.1pp | 30.20%-8.6pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,919 | $4,283-55.2% | $3,430-44.1% | $4,751-59.6% |
| Participant deferral / active EE | $2,560 | $5,874-56.4% | $4,798-46.7% | $6,710-61.9% |
| Admin fee / account holder | $143 | $9,954-98.6% | $7,748-98.2% | $11,403-98.7% |