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 5-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 | $4,944 | $88,672-94.4% | $105,223-95.3% | $82,448-94.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 35.59% | 30.86%+4.7pp | 180.65%-145.1pp | 41.64%-6.1pp |
| Employer contribution / active EE | $952 | $3,048-68.8% | $3,689-74.2% | $2,551-62.7% |
| Participant deferral / active EE | $2,421 | $4,036-40.0% | $5,072-52.3% | $4,139-41.5% |
| Admin fee / account holder | $109 | $7,146-98.5% | $8,859-98.8% | $7,234-98.5% |