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 | $5,268 | $106,890-95.1% | $84,015-93.7% | $152,861-96.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 36.17% | 104.99%-68.8pp | 71.31%-35.1pp | 345.32%-309.1pp |
| Employer contribution / active EE | $2,219 | $2,734-18.8% | $1,983+11.9% | $4,762-53.4% |
| Participant deferral / active EE | $4,438 | $4,011+10.6% | $3,239+37.0% | $5,850-24.1% |
| Admin fee / account holder | $29 | $8,285-99.7% | $6,101-99.5% | $11,596-99.8% |