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 | $9,100 | $110,809-91.8% | $86,874-89.5% | $167,490-94.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 51.13% | 116.98%-65.9pp | 63.52%-12.4pp | 478.56%-427.4pp |
| Employer contribution / active EE | $2,941 | $3,244-9.3% | $2,495+17.8% | $4,837-39.2% |
| Participant deferral / active EE | $2,977 | $4,546-34.5% | $3,699-19.5% | $6,341-53.0% |
| Admin fee / account holder | $134 | $8,415-98.4% | $5,828-97.7% | $12,309-98.9% |