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 | $6,172 | $37,426-83.5% | $77,482-92.0% | $79,858-92.3% |
| Participation rate | 95.5% | 41.5%+53.9pp | 54.2%+41.3pp | 69.6%+25.8pp |
| Annual return | 24.91% | 39.70%-14.8pp | 54.79%-29.9pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,070 | $637+68.1% | $986+8.5% | $2,471-56.7% |
| Participant deferral / active EE | $1,234 | $1,260-2.1% | $1,861-33.7% | $3,740-67.0% |
| Admin fee / account holder | $111 | $2,504-95.6% | $2,858-96.1% | $5,306-97.9% |