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 | $8,008 | $64,324-87.5% | $118,925-93.3% | $79,858-90.0% |
| Participation rate | 79.5% | 64.9%+14.6pp | 75.4%+4.1pp | 69.6%+9.9pp |
| Annual return | 37.59% | 86.45%-48.9pp | 35.88%+1.7pp | 31.71%+5.9pp |
| Employer contribution / active EE | $2,170 | $1,836+18.2% | $3,263-33.5% | $2,471-12.2% |
| Participant deferral / active EE | $2,709 | $2,824-4.1% | $4,265-36.5% | $3,740-27.6% |
| Admin fee / account holder | $257 | $4,040-93.6% | $6,581-96.1% | $5,306-95.2% |