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 | $5,234 | $96,484-94.6% | $75,886-93.1% | $152,861-96.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 40.49% | 33.98%+6.5pp | 30.76%+9.7pp | 345.32%-304.8pp |
| Employer contribution / active EE | $1,428 | $3,309-56.8% | $2,500-42.9% | $4,762-70.0% |
| Participant deferral / active EE | $1,783 | $4,553-60.8% | $3,603-50.5% | $5,850-69.5% |
| Admin fee / account holder | $15 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |