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 | $5,161 | $156,846-96.7% | $121,098-95.7% | $139,434-96.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.45% | 1474.56%-1454.1pp | 985.75%-965.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $685 | $5,536-87.6% | $4,164-83.6% | $4,751-85.6% |
| Participant deferral / active EE | $1,090 | $4,844-77.5% | $4,080-73.3% | $6,710-83.8% |
| Admin fee / account holder | $165 | $6,946-97.6% | $5,644-97.1% | $11,403-98.6% |