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 8-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 | $11,300 | $107,934-89.5% | $91,989-87.7% | $152,861-92.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.61% | 89.24%-67.6pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,809 | $4,210-33.3% | $3,452-18.6% | $4,762-41.0% |
| Participant deferral / active EE | $2,823 | $6,364-55.6% | $5,923-52.3% | $5,850-51.7% |
| Admin fee / account holder | $174 | $10,520-98.3% | $7,743-97.7% | $11,596-98.5% |