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 | $5,608 | $228,332-97.5% | $185,823-97.0% | $158,922-96.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 47.49% | 40.80%+6.7pp | 35.95%+11.5pp | 302.83%-255.3pp |
| Employer contribution / active EE | $979 | $4,967-80.3% | $4,087-76.0% | $4,761-79.4% |
| Participant deferral / active EE | $1,958 | $6,415-69.5% | $5,632-65.2% | $5,982-67.3% |
| Admin fee / account holder | $14 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |