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 | $26,192 | $168,632-84.5% | $147,614-82.3% | $125,391-79.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.84% | 77.65%-78.5pp | 61.98%-62.8pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,778 | $6,252-55.6% | $5,564-50.1% | $4,866-42.9% |
| Participant deferral / active EE | $4,270 | $5,507-22.5% | $4,895-12.8% | $5,352-20.2% |
| Admin fee / account holder | $70 | $13,580-99.5% | $11,611-99.4% | $9,540-99.3% |