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 5-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 | $10,814 | $115,770-90.7% | $101,248-89.3% | $158,922-93.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.58% | 56.14%-39.6pp | 46.47%-29.9pp | 302.83%-286.2pp |
| Employer contribution / active EE | $6,828 | $4,175+63.6% | $3,660+86.6% | $4,761+43.4% |
| Participant deferral / active EE | $1,813 | $4,957-63.4% | $4,370-58.5% | $5,982-69.7% |
| Admin fee / account holder | $3 | $7,245-100.0% | $5,945-99.9% | $11,246-100.0% |