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 | $3,148 | $100,852-96.9% | $90,404-96.5% | $158,922-98.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.11% | 1724.20%-1701.1pp | 1293.02%-1269.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $701 | $3,689-81.0% | $3,262-78.5% | $4,761-85.3% |
| Participant deferral / active EE | $968 | $4,348-77.7% | $3,963-75.6% | $5,982-83.8% |
| Admin fee / account holder | $26 | $6,501-99.6% | $5,611-99.5% | $11,246-99.8% |