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 8-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 | $10,763 | $176,662-93.9% | $130,648-91.8% | $152,861-93.0% |
| Participation rate | 93.3% | 79.0%+14.4pp | 71.7%+21.6pp | 82.4%+10.9pp |
| Annual return | 31.48% | 2692.24%-2660.8pp | 1708.96%-1677.5pp | 345.32%-313.8pp |
| Employer contribution / active EE | $897 | $5,742-84.4% | $4,092-78.1% | $4,762-81.2% |
| Participant deferral / active EE | $3,868 | $4,361-11.3% | $3,603+7.4% | $5,850-33.9% |
| Admin fee / account holder | $280 | $7,133-96.1% | $5,464-94.9% | $11,596-97.6% |