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 6-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 | $7,049 | $185,200-96.2% | $142,863-95.1% | $167,490-95.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 20.80% | 8555.70%-8534.9pp | 5637.54%-5616.7pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,806 | $5,604-67.8% | $4,144-56.4% | $4,837-62.7% |
| Participant deferral / active EE | $1,833 | $4,494-59.2% | $3,837-52.2% | $6,341-71.1% |
| Admin fee / account holder | $296 | $8,031-96.3% | $6,560-95.5% | $12,309-97.6% |