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 | $8,813 | $107,015-91.8% | $73,545-88.0% | $147,584-94.0% |
| Participation rate | 84.6% | 66.4%+18.2pp | 54.9%+29.7pp | 82.8%+1.8pp |
| Annual return | 18.92% | 38.25%-19.3pp | -15.16%+34.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,089 | $1,760-38.1% | $1,219-10.6% | $4,876-77.7% |
| Participant deferral / active EE | $1,497 | $2,462-39.2% | $1,806-17.1% | $5,439-72.5% |
| Admin fee / account holder | $44 | $3,055-98.5% | $2,320-98.1% | $10,885-99.6% |