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 | $3,902 | $85,202-95.4% | $172,739-97.7% | $72,985-94.7% |
| Participation rate | 80.8% | 70.1%+10.7pp | 82.6%-1.9pp | 69.5%+11.3pp |
| Annual return | 58.01% | 27.32%+30.7pp | 802.84%-744.8pp | 81.00%-23.0pp |
| Employer contribution / active EE | $1,564 | $3,324-53.0% | $5,143-69.6% | $2,440-35.9% |
| Participant deferral / active EE | $1,645 | $3,260-49.5% | $5,198-68.3% | $3,607-54.4% |
| Admin fee / account holder | $166 | $5,884-97.2% | $13,954-98.8% | $5,124-96.8% |