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 9-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 | $3,888 | $65,685-94.1% | $57,179-93.2% | $273,961-98.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 54.02% | 21.99%+32.0pp | 14.59%+39.4pp | 41.45%+12.6pp |
| Employer contribution / active EE | $713 | $3,279-78.3% | $2,682-73.4% | $4,869-85.4% |
| Participant deferral / active EE | $2,293 | $3,782-39.4% | $3,096-25.9% | $5,287-56.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |