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 | $89,753-94.5% | $107,525-95.4% | $84,808-94.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 35.59% | 29.48%+6.1pp | 181.32%-145.7pp | 40.90%-5.3pp |
| Employer contribution / active EE | $952 | $3,113-69.4% | $3,754-74.6% | $2,631-63.8% |
| Participant deferral / active EE | $2,421 | $4,056-40.3% | $5,116-52.7% | $4,212-42.5% |
| Admin fee / account holder | $109 | $7,222-98.5% | $8,919-98.8% | $7,344-98.5% |