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 6-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 | $7,669 | $105,630-92.7% | $87,507-91.2% | $273,961-97.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 10.34% | 12.25%-1.9pp | 12.21%-1.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $430 | $3,141-86.3% | $2,550-83.1% | $4,869-91.2% |
| Participant deferral / active EE | $1,946 | $3,601-46.0% | $3,149-38.2% | $5,287-63.2% |
| Admin fee / account holder | $93 | $4,781-98.0% | $4,221-97.8% | $10,132-99.1% |