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 7-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 | $8,123 | $202,318-96.0% | $172,739-95.3% | $152,861-94.7% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.4%+12.6pp |
| Annual return | 208.45% | 1029.65%-821.2pp | 802.84%-594.4pp | 345.32%-136.9pp |
| Employer contribution / active EE | $1,944 | $5,856-66.8% | $5,143-62.2% | $4,762-59.2% |
| Participant deferral / active EE | $4,887 | $5,948-17.8% | $5,198-6.0% | $5,850-16.5% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |