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 | $4,888 | $152,587-96.8% | $125,175-96.1% | $152,861-96.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 49.54% | 54.84%-5.3pp | 43.79%+5.7pp | 345.32%-295.8pp |
| Employer contribution / active EE | $1,793 | $4,946-63.7% | $3,865-53.6% | $4,762-62.3% |
| Participant deferral / active EE | $1,793 | $5,868-69.4% | $4,937-63.7% | $5,850-69.3% |
| Admin fee / account holder | $55 | $13,434-99.6% | $9,702-99.4% | $11,596-99.5% |