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 4-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 | $6,194 | $53,516-88.4% | $126,539-95.1% | $84,808-92.7% |
| Participation rate | 91.2% | 58.2%+32.9pp | 69.8%+21.4pp | 68.3%+22.9pp |
| Annual return | 23.55% | 58.34%-34.8pp | 425.95%-402.4pp | 40.90%-17.3pp |
| Employer contribution / active EE | $459 | $1,535-70.1% | $3,674-87.5% | $2,631-82.5% |
| Participant deferral / active EE | $1,911 | $2,671-28.5% | $4,083-53.2% | $4,212-54.6% |
| Admin fee / account holder | $292 | $4,497-93.5% | $6,065-95.2% | $7,344-96.0% |