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 8-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 | $5,951 | $60,124-90.1% | $90,404-93.4% | $79,858-92.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 123.81% | 71.94%+51.9pp | 1293.02%-1169.2pp | 31.71%+92.1pp |
| Employer contribution / active EE | $1,358 | $2,068-34.3% | $3,262-58.4% | $2,471-45.0% |
| Participant deferral / active EE | $4,123 | $2,938+40.3% | $3,963+4.0% | $3,740+10.2% |
| Admin fee / account holder | $86 | $3,976-97.8% | $5,611-98.5% | $5,306-98.4% |