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 | $20,082 | $103,376-80.6% | $87,100-76.9% | $152,861-86.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.62% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,368 | $3,220-26.5% | $2,521-6.1% | $4,762-50.3% |
| Participant deferral / active EE | $5,532 | $4,778+15.8% | $4,049+36.6% | $5,850-5.4% |
| Admin fee / account holder | $14 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |