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 | $7,375 | $106,584-93.1% | $101,326-92.7% | $142,382-94.8% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 20.01% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $79 | $3,956-98.0% | $3,665-97.8% | $4,299-98.2% |
| Participant deferral / active EE | $3,786 | $8,297-54.4% | $7,994-52.6% | $6,507-41.8% |
| Admin fee / account holder | $226 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |