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 10-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 | $6,760 | $159,901-95.8% | $146,958-95.4% | $145,922-95.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,710 | $5,286-48.7% | $4,933-45.1% | $4,660-41.8% |
| Participant deferral / active EE | $4,510 | $8,428-46.5% | $8,070-44.1% | $6,688-32.6% |
| Admin fee / account holder | $61 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |