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 5-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 | $8,673 | $102,317-91.5% | $146,958-94.1% | $80,856-89.3% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 13.95% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,233 | $3,713-66.8% | $4,933-75.0% | $2,755-55.3% |
| Participant deferral / active EE | $2,797 | $6,644-57.9% | $8,070-65.3% | $4,296-34.9% |
| Admin fee / account holder | $140 | $7,941-98.2% | $12,998-98.9% | $6,918-98.0% |