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 3-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 | $5,966 | $177,572-96.6% | $154,803-96.1% | $142,382-95.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.16% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $927 | $4,810-80.7% | $4,305-78.5% | $4,299-78.4% |
| Participant deferral / active EE | $1,877 | $6,272-70.1% | $5,540-66.1% | $6,507-71.2% |
| Admin fee / account holder | $195 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |