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 | $6,932 | $176,662-96.1% | $130,648-94.7% | $152,861-95.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 34.93% | 2692.24%-2657.3pp | 1708.96%-1674.0pp | 345.32%-310.4pp |
| Employer contribution / active EE | $1,414 | $5,742-75.4% | $4,092-65.5% | $4,762-70.3% |
| Participant deferral / active EE | $1,933 | $4,361-55.7% | $3,603-46.3% | $5,850-67.0% |
| Admin fee / account holder | $70 | $7,133-99.0% | $5,464-98.7% | $11,596-99.4% |