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 7-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 | $5,070 | $107,334-95.3% | $92,893-94.5% | $152,861-96.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 54.50% | 145.58%-91.1pp | 109.41%-54.9pp | 345.32%-290.8pp |
| Employer contribution / active EE | $1,186 | $4,221-71.9% | $3,653-67.5% | $4,762-75.1% |
| Participant deferral / active EE | $1,356 | $4,845-72.0% | $4,236-68.0% | $5,850-76.8% |
| Admin fee / account holder | $31 | $7,079-99.6% | $5,794-99.5% | $11,596-99.7% |