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 | $13,710 | $150,440-90.9% | $136,294-89.9% | $147,584-90.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.35% | 1049.08%-1025.7pp | 5155.94%-5132.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $3,639 | $5,256-30.8% | $4,695-22.5% | $4,876-25.4% |
| Participant deferral / active EE | $2,257 | $6,630-66.0% | $6,247-63.9% | $5,439-58.5% |
| Admin fee / account holder | $32 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |