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 | $3,115 | $87,540-96.4% | $75,781-95.9% | $125,391-97.5% |
| Participation rate | 79.2% | 80.2%-1.0pp | 75.8%+3.3pp | 83.2%-4.0pp |
| Annual return | 86.23% | 13.48%+72.7pp | 9.68%+76.6pp | 282.22%-196.0pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,564 | $4,229-63.0% | $3,651-57.2% | $5,352-70.8% |
| Admin fee / account holder | $2 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |