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 | $7,608 | $152,587-95.0% | $125,175-93.9% | $152,861-95.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 79.52% | 54.84%+24.7pp | 43.79%+35.7pp | 345.32%-265.8pp |
| Employer contribution / active EE | $2,026 | $4,946-59.1% | $3,865-47.6% | $4,762-57.5% |
| Participant deferral / active EE | $2,419 | $5,868-58.8% | $4,937-51.0% | $5,850-58.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |