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 | $3,286 | $51,576-93.6% | $129,207-97.5% | $80,856-95.9% |
| Participation rate | 80.7% | 57.0%+23.7pp | 69.6%+11.1pp | 67.6%+13.1pp |
| Annual return | 14.49% | 20.81%-6.3pp | 9417.33%-9402.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $699 | $1,584-55.8% | $4,153-83.2% | $2,755-74.6% |
| Participant deferral / active EE | $1,134 | $2,669-57.5% | $4,168-72.8% | $4,296-73.6% |
| Admin fee / account holder | $244 | $4,305-94.3% | $7,715-96.8% | $6,918-96.5% |