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 7-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 | $5,181 | $228,332-97.7% | $185,823-97.2% | $158,922-96.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 409.17% | 40.80%+368.4pp | 35.95%+373.2pp | 302.83%+106.3pp |
| Employer contribution / active EE | $870 | $4,967-82.5% | $4,087-78.7% | $4,761-81.7% |
| Participant deferral / active EE | $4,448 | $6,415-30.7% | $5,632-21.0% | $5,982-25.6% |
| Admin fee / account holder | $26 | $11,864-99.8% | $9,500-99.7% | $11,246-99.8% |