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 | $4,496 | $58,927-92.4% | $76,817-94.1% | $72,985-93.8% |
| Participation rate | 97.1% | 67.3%+29.7pp | 72.1%+25.0pp | 69.5%+27.6pp |
| Annual return | 25.04% | 2305.64%-2280.6pp | 1166.11%-1141.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,010 | $1,787-43.5% | $2,302-56.1% | $2,440-58.6% |
| Participant deferral / active EE | $2,008 | $2,690-25.4% | $3,336-39.8% | $3,607-44.3% |
| Admin fee / account holder | $216 | $4,013-94.6% | $6,420-96.6% | $5,124-95.8% |