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 | $15,298 | $82,630-81.5% | $64,105-76.1% | $125,391-87.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.18% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,087 | $2,671-59.3% | $1,820-40.3% | $4,866-77.7% |
| Participant deferral / active EE | $2,267 | $3,608-37.2% | $2,822-19.6% | $5,352-57.6% |
| Admin fee / account holder | $68 | $6,382-98.9% | $4,499-98.5% | $9,540-99.3% |