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 | $7,205 | $369,662-98.1% | $366,691-98.0% | $430,769-98.3% |
| Participation rate | 75.0% | 91.0%-16.0pp | 89.1%-14.1pp | 90.6%-15.6pp |
| Annual return | 480.90% | 4.14%+476.8pp | 4.33%+476.6pp | 10.77%+470.1pp |
| Employer contribution / active EE | $0 | $20,741-100.0% | $20,650-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $894 | $11,019-91.9% | $10,692-91.6% | $6,968-87.2% |
| Admin fee / account holder | $193 | $28,289-99.3% | $27,257-99.3% | $18,309-98.9% |