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 | $3,270 | $150,440-97.8% | $136,294-97.6% | $147,584-97.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 36.27% | 1049.08%-1012.8pp | 5155.94%-5119.7pp | 578.55%-542.3pp |
| Employer contribution / active EE | $1,438 | $5,256-72.6% | $4,695-69.4% | $4,876-70.5% |
| Participant deferral / active EE | $2,901 | $6,630-56.2% | $6,247-53.6% | $5,439-46.7% |
| Admin fee / account holder | $108 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |