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 6-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 | $8,370 | $162,781-94.9% | $133,956-93.8% | $158,922-94.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 254.84% | 41.94%+212.9pp | 45.09%+209.8pp | 302.83%-48.0pp |
| Employer contribution / active EE | $1,810 | $4,975-63.6% | $3,919-53.8% | $4,761-62.0% |
| Participant deferral / active EE | $3,145 | $5,911-46.8% | $5,048-37.7% | $5,982-47.4% |
| Admin fee / account holder | $22 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |