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 | $10,726 | $75,935-85.9% | $60,547-82.3% | $125,391-91.4% |
| Participation rate | 91.7% | 76.5%+15.1pp | 68.0%+23.7pp | 83.2%+8.5pp |
| Annual return | 2512.33% | -5.38%+2517.7pp | 335.64%+2176.7pp | 282.22%+2230.1pp |
| Employer contribution / active EE | $1,037 | $3,438-69.8% | $2,419-57.1% | $4,866-78.7% |
| Participant deferral / active EE | $2,205 | $4,506-51.1% | $3,328-33.7% | $5,352-58.8% |
| Admin fee / account holder | $7 | $6,768-99.9% | $4,536-99.9% | $9,540-99.9% |