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 | $6,465 | $103,376-93.7% | $87,100-92.6% | $152,861-95.8% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.9%+7.3pp | 82.4%+1.8pp |
| Annual return | 49.30% | 28.10%+21.2pp | 28.19%+21.1pp | 345.32%-296.0pp |
| Employer contribution / active EE | $1,368 | $3,220-57.5% | $2,521-45.8% | $4,762-71.3% |
| Participant deferral / active EE | $2,063 | $4,778-56.8% | $4,049-49.1% | $5,850-64.7% |
| Admin fee / account holder | $209 | $12,205-98.3% | $7,497-97.2% | $11,596-98.2% |