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 | $32,678 | $198,466-83.5% | $170,442-80.8% | $147,584-77.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.37% | 257.29%-246.9pp | 205.93%-195.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $2,112 | $6,184-65.8% | $5,433-61.1% | $4,876-56.7% |
| Participant deferral / active EE | $4,410 | $5,629-21.7% | $4,939-10.7% | $5,439-18.9% |
| Admin fee / account holder | $201 | $16,852-98.8% | $13,880-98.6% | $10,885-98.2% |