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 7-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 | $1,666 | $203,436-99.2% | $152,466-98.9% | $167,490-99.0% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.2%-78.2pp | 82.1%-82.1pp |
| Annual return | 8.74% | 13.80%-5.1pp | 757.33%-748.6pp | 478.56%-469.8pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,341-100.0% |
| Admin fee / account holder | $155 | $22,506-99.3% | $15,805-99.0% | $12,309-98.7% |