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 8-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 | $13,227 | $107,334-87.7% | $92,893-85.8% | $152,861-91.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.46% | 145.58%-118.1pp | 109.41%-82.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,903 | $4,221-54.9% | $3,653-47.9% | $4,762-60.0% |
| Participant deferral / active EE | $4,131 | $4,845-14.7% | $4,236-2.5% | $5,850-29.4% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |