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 3-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 | $9,353 | $150,187-93.8% | $120,354-92.2% | $145,922-93.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.66% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,654 | $4,348-61.9% | $3,463-52.2% | $4,660-64.5% |
| Participant deferral / active EE | $1,760 | $6,173-71.5% | $4,991-64.7% | $6,688-73.7% |
| Admin fee / account holder | $53 | $12,207-99.6% | $9,423-99.4% | $13,397-99.6% |