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 7-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 | $9,510 | $228,332-95.8% | $185,823-94.9% | $158,922-94.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 40.27% | 40.80%-0.5pp | 35.95%+4.3pp | 302.83%-262.6pp |
| Employer contribution / active EE | $1,120 | $4,967-77.4% | $4,087-72.6% | $4,761-76.5% |
| Participant deferral / active EE | $3,444 | $6,415-46.3% | $5,632-38.8% | $5,982-42.4% |
| Admin fee / account holder | $60 | $11,864-99.5% | $9,500-99.4% | $11,246-99.5% |