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 3-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 | $9,094 | $172,111-94.7% | $150,298-93.9% | $137,256-93.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.50% | 69.37%-39.9pp | 62.79%-33.3pp | 220.34%-190.8pp |
| Employer contribution / active EE | $1,440 | $4,636-68.9% | $4,154-65.3% | $4,156-65.4% |
| Participant deferral / active EE | $2,580 | $6,166-58.2% | $5,453-52.7% | $6,407-59.7% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |