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 | $9,305 | $106,515-91.3% | $96,683-90.4% | $139,434-93.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.02% | 38.43%-25.4pp | 35.69%-22.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,147 | $4,103-72.0% | $3,737-69.3% | $4,751-75.9% |
| Participant deferral / active EE | $2,496 | $5,454-54.2% | $4,878-48.8% | $6,710-62.8% |
| Admin fee / account holder | $131 | $7,877-98.3% | $6,730-98.1% | $11,403-98.9% |