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 | $5,293 | $105,998-95.0% | $92,233-94.3% | $147,584-96.4% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 28.51% | 50.05%-21.5pp | 176.28%-147.8pp | 578.55%-550.0pp |
| Employer contribution / active EE | $1,200 | $4,333-72.3% | $3,679-67.4% | $4,876-75.4% |
| Participant deferral / active EE | $2,670 | $4,478-40.4% | $3,897-31.5% | $5,439-50.9% |
| Admin fee / account holder | $31 | $6,332-99.5% | $5,194-99.4% | $10,885-99.7% |