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 | $16,032 | $214,378-92.5% | $200,582-92.0% | $142,382-88.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.66% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,736 | $6,841-74.6% | $6,419-73.0% | $4,299-59.6% |
| Participant deferral / active EE | $3,303 | $9,865-66.5% | $9,331-64.6% | $6,507-49.2% |
| Admin fee / account holder | $218 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |