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 | $56,111 | $474,542-88.2% | $134,649-58.3% | $474,542-88.2% |
| Participation rate | 100.0% | 87.2%+12.8pp | 92.9%+7.1pp | 87.2%+12.8pp |
| Annual return | 13.81% | 7.51%+6.3pp | 15.18%-1.4pp | 7.51%+6.3pp |
| Employer contribution / active EE | $0 | $27,752-100.0% | $11,255-100.0% | $27,752-100.0% |
| Participant deferral / active EE | $10,603 | $6,403+65.6% | $4,521+134.5% | $6,403+65.6% |
| Admin fee / account holder | $156 | $6,133-97.5% | $84+86.2% | $6,133-97.5% |