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 | $7,696 | $114,047-93.3% | $96,139-92.0% | $167,490-95.4% |
| Participation rate | 76.5% | 75.1%+1.4pp | 68.4%+8.0pp | 82.1%-5.6pp |
| Annual return | 22.74% | 189.88%-167.1pp | 191.94%-169.2pp | 478.56%-455.8pp |
| Employer contribution / active EE | $1,584 | $3,427-53.8% | $2,797-43.4% | $4,837-67.3% |
| Participant deferral / active EE | $3,785 | $5,194-27.1% | $4,349-13.0% | $6,341-40.3% |
| Admin fee / account holder | $190 | $6,897-97.2% | $5,537-96.6% | $12,309-98.5% |