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 | $13,684 | $106,890-87.2% | $84,015-83.7% | $152,861-91.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.26% | 104.99%-82.7pp | 71.31%-49.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,781 | $2,734-34.9% | $1,983-10.2% | $4,762-62.6% |
| Participant deferral / active EE | $2,240 | $4,011-44.2% | $3,239-30.8% | $5,850-61.7% |
| Admin fee / account holder | $208 | $8,285-97.5% | $6,101-96.6% | $11,596-98.2% |