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 7-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 | $16,687 | $183,963-90.9% | $162,163-89.7% | $152,861-89.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 37.22% | 150.76%-113.5pp | 115.59%-78.4pp | 345.32%-308.1pp |
| Employer contribution / active EE | $1,790 | $6,371-71.9% | $5,614-68.1% | $4,762-62.4% |
| Participant deferral / active EE | $4,769 | $8,034-40.6% | $7,298-34.7% | $5,850-18.5% |
| Admin fee / account holder | $169 | $13,121-98.7% | $10,843-98.4% | $11,596-98.5% |