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 | $5,781 | $100,773-94.3% | $88,946-93.5% | $142,382-95.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 22.97% | 70.18%-47.2pp | 57.82%-34.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,065 | $2,918-63.5% | $2,555-58.3% | $4,299-75.2% |
| Participant deferral / active EE | $1,284 | $5,230-75.5% | $4,581-72.0% | $6,507-80.3% |
| Admin fee / account holder | $25 | $9,693-99.7% | $8,261-99.7% | $12,624-99.8% |