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 4-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 | $4,437 | $158,398-97.2% | $126,539-96.5% | $142,382-96.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.62% | 593.76%-571.1pp | 425.95%-403.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $737 | $4,650-84.2% | $3,674-79.9% | $4,299-82.9% |
| Participant deferral / active EE | $1,056 | $4,767-77.9% | $4,083-74.1% | $6,507-83.8% |
| Admin fee / account holder | $14 | $6,918-99.8% | $6,065-99.8% | $12,624-99.9% |