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 | $4,674 | $108,642-95.7% | $74,701-93.7% | $152,861-96.9% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 17.12% | 114.06%-96.9pp | 752.92%-735.8pp | 345.32%-328.2pp |
| Employer contribution / active EE | $294 | $1,503-80.5% | $1,084-72.9% | $4,762-93.8% |
| Participant deferral / active EE | $326 | $2,712-88.0% | $1,964-83.4% | $5,850-94.4% |
| Admin fee / account holder | $34 | $4,902-99.3% | $3,333-99.0% | $11,596-99.7% |