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 | $1,503 | $60,124-97.5% | $90,404-98.3% | $79,858-98.1% |
| Participation rate | 84.4% | 65.0%+19.5pp | 72.7%+11.8pp | 69.6%+14.8pp |
| Annual return | 16.44% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $524 | $2,068-74.6% | $3,262-83.9% | $2,471-78.8% |
| Participant deferral / active EE | $870 | $2,938-70.4% | $3,963-78.0% | $3,740-76.7% |
| Admin fee / account holder | $183 | $3,976-95.4% | $5,611-96.7% | $5,306-96.5% |