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 | $21,838 | $144,119-84.8% | $117,854-81.5% | $147,584-85.2% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 15.97% | 531.15%-515.2pp | 335.08%-319.1pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,630 | $4,896-66.7% | $3,786-57.0% | $4,876-66.6% |
| Participant deferral / active EE | $4,011 | $5,316-24.5% | $4,482-10.5% | $5,439-26.2% |
| Admin fee / account holder | $230 | $10,886-97.9% | $8,020-97.1% | $10,885-97.9% |