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 | $1,823 | $109,982-98.3% | $97,226-98.1% | $145,922-98.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.33% | 242.90%-218.6pp | 75.13%-50.8pp | 561.29%-537.0pp |
| Employer contribution / active EE | $761 | $3,084-75.3% | $2,729-72.1% | $4,660-83.7% |
| Participant deferral / active EE | $903 | $4,676-80.7% | $4,264-78.8% | $6,688-86.5% |
| Admin fee / account holder | $84 | $6,221-98.7% | $5,654-98.5% | $13,397-99.4% |