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 | $6,674 | $165,912-96.0% | $122,332-94.5% | $147,584-95.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.43% | 34.55%-19.1pp | 30.27%-14.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,332 | $5,754-76.9% | $4,050-67.1% | $4,876-72.7% |
| Participant deferral / active EE | $3,475 | $4,005-13.2% | $3,287+5.7% | $5,439-36.1% |
| Admin fee / account holder | $36 | $7,424-99.5% | $5,478-99.3% | $10,885-99.7% |