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 8-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 | $5,612 | $109,327-94.9% | $89,391-93.7% | $158,922-96.5% |
| Participation rate | 82.6% | 74.3%+8.3pp | 68.0%+14.6pp | 82.0%+0.7pp |
| Annual return | 26.95% | 345.68%-318.7pp | 245.62%-218.7pp | 302.83%-275.9pp |
| Employer contribution / active EE | $770 | $3,170-75.7% | $2,586-70.2% | $4,761-83.8% |
| Participant deferral / active EE | $1,494 | $4,598-67.5% | $3,890-61.6% | $5,982-75.0% |
| Admin fee / account holder | $62 | $6,153-99.0% | $4,881-98.7% | $11,246-99.4% |