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 10-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 | $20,130 | $99,079-79.7% | $77,999-74.2% | $273,961-92.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 4.98% | 217.93%-212.9pp | 425.96%-421.0pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,314 | $3,308-60.3% | $2,470-46.8% | $4,869-73.0% |
| Participant deferral / active EE | $2,823 | $4,306-34.5% | $3,497-19.3% | $5,287-46.6% |
| Admin fee / account holder | $149 | $8,954-98.3% | $5,480-97.3% | $10,132-98.5% |