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 | $26,458 | $171,865-84.6% | $149,718-82.3% | $147,584-82.1% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 23.42% | 2113.22%-2089.8pp | 1501.63%-1478.2pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,085 | $6,275-66.8% | $5,445-61.7% | $4,876-57.2% |
| Participant deferral / active EE | $4,600 | $7,271-36.7% | $6,569-30.0% | $5,439-15.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |