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 4-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 | $13,370 | $148,534-91.0% | $135,903-90.2% | $139,434-90.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 31.24% | 79.19%-48.0pp | 68.23%-37.0pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,823 | $5,243-65.2% | $4,856-62.5% | $4,751-61.6% |
| Participant deferral / active EE | $4,373 | $8,100-46.0% | $7,758-43.6% | $6,710-34.8% |
| Admin fee / account holder | $71 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |