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 6-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 | $12,271 | $155,788-92.1% | $124,672-90.2% | $167,490-92.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 26.13% | 17.97%+8.2pp | 5142.93%-5116.8pp | 478.56%-452.4pp |
| Employer contribution / active EE | $3,076 | $4,163-26.1% | $3,324-7.5% | $4,837-36.4% |
| Participant deferral / active EE | $1,872 | $5,673-67.0% | $4,614-59.4% | $6,341-70.5% |
| Admin fee / account holder | $24 | $9,531-99.7% | $7,493-99.7% | $12,309-99.8% |