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 | $6,133 | $183,592-96.7% | $155,567-96.1% | $145,959-95.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,202 | $5,315-77.4% | $4,674-74.3% | $4,661-74.2% |
| Participant deferral / active EE | $5,285 | $6,464-18.2% | $5,628-6.1% | $6,689-21.0% |
| Admin fee / account holder | $26 | $19,318-99.9% | $15,916-99.8% | $13,398-99.8% |