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 | $8,720 | $126,574-93.1% | $106,213-91.8% | $145,922-94.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.01% | 224.79%-205.8pp | 116.14%-97.1pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,877 | $3,730-49.7% | $3,171-40.8% | $4,660-59.7% |
| Participant deferral / active EE | $3,527 | $5,724-38.4% | $5,016-29.7% | $6,688-47.3% |
| Admin fee / account holder | $66 | $17,304-99.6% | $11,033-99.4% | $13,397-99.5% |