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 7-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 | $6,601 | $100,852-93.5% | $90,404-92.7% | $158,922-95.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 31.54% | 1724.20%-1692.7pp | 1293.02%-1261.5pp | 302.83%-271.3pp |
| Employer contribution / active EE | $1,046 | $3,689-71.7% | $3,262-67.9% | $4,761-78.0% |
| Participant deferral / active EE | $3,236 | $4,348-25.6% | $3,963-18.3% | $5,982-45.9% |
| Admin fee / account holder | $28 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |