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 | $10,381 | $176,377-94.1% | $134,143-92.3% | $158,922-93.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 43.45% | 63.63%-20.2pp | 36.33%+7.1pp | 302.83%-259.4pp |
| Employer contribution / active EE | $1,783 | $5,040-64.6% | $3,704-51.9% | $4,761-62.6% |
| Participant deferral / active EE | $17,220 | $4,091+320.9% | $3,499+392.2% | $5,982+187.9% |
| Admin fee / account holder | $10 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |