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 5-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 | $8,115 | $175,202-95.4% | $149,673-94.6% | $139,434-94.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 22.91% | 166.71%-143.8pp | 134.42%-111.5pp | 372.94%-350.0pp |
| Employer contribution / active EE | $1,102 | $5,474-79.9% | $4,818-77.1% | $4,751-76.8% |
| Participant deferral / active EE | $2,112 | $6,519-67.6% | $5,680-62.8% | $6,710-68.5% |
| Admin fee / account holder | $178 | $16,150-98.9% | $13,210-98.7% | $11,403-98.4% |