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 | $17,261 | $150,440-88.5% | $136,294-87.3% | $147,584-88.3% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 26.70% | 1049.08%-1022.4pp | 5155.94%-5129.2pp | 578.55%-551.9pp |
| Employer contribution / active EE | $2,870 | $5,256-45.4% | $4,695-38.9% | $4,876-41.1% |
| Participant deferral / active EE | $5,671 | $6,630-14.5% | $6,247-9.2% | $5,439+4.3% |
| Admin fee / account holder | $100 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |