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 7-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 | $6,138 | $121,625-95.0% | $104,607-94.1% | $158,922-96.1% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 25.08% | 465.26%-440.2pp | 340.46%-315.4pp | 302.83%-277.7pp |
| Employer contribution / active EE | $838 | $3,163-73.5% | $2,681-68.7% | $4,761-82.4% |
| Participant deferral / active EE | $1,754 | $4,177-58.0% | $3,740-53.1% | $5,982-70.7% |
| Admin fee / account holder | $26 | $7,787-99.7% | $6,473-99.6% | $11,246-99.8% |