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 6-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 | $2,787 | $91,190-96.9% | $178,490-98.4% | $79,858-96.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 122.97% | 24.19%+98.8pp | 151.07%-28.1pp | 31.71%+91.3pp |
| Employer contribution / active EE | $1,092 | $3,256-66.5% | $5,011-78.2% | $2,471-55.8% |
| Participant deferral / active EE | $1,253 | $3,236-61.3% | $5,202-75.9% | $3,740-66.5% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |