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 | $9,776 | $176,377-94.5% | $134,143-92.7% | $158,922-93.8% |
| Participation rate | 80.0% | 78.7%+1.3pp | 72.2%+7.8pp | 82.0%-2.0pp |
| Annual return | 2.84% | 63.63%-60.8pp | 36.33%-33.5pp | 302.83%-300.0pp |
| Employer contribution / active EE | $895 | $5,040-82.2% | $3,704-75.8% | $4,761-81.2% |
| Participant deferral / active EE | $3,551 | $4,091-13.2% | $3,499+1.5% | $5,982-40.6% |
| Admin fee / account holder | $64 | $8,718-99.3% | $6,684-99.0% | $11,246-99.4% |