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 | $4,971 | $77,634-93.6% | $156,549-96.8% | $62,891-92.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.32% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,300 | $3,444-62.2% | $5,501-76.4% | $2,281-43.0% |
| Participant deferral / active EE | $1,407 | $3,045-53.8% | $4,871-71.1% | $3,203-56.1% |
| Admin fee / account holder | $163 | $5,561-97.1% | $13,027-98.7% | $4,296-96.2% |