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 | $10,649 | $97,757-89.1% | $83,848-87.3% | $135,375-92.1% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.18% | 1287.37%-1294.6pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $948 | $4,222-77.6% | $3,631-73.9% | $4,779-80.2% |
| Participant deferral / active EE | $1,916 | $4,682-59.1% | $4,082-53.1% | $5,609-65.8% |
| Admin fee / account holder | $121 | $6,674-98.2% | $5,478-97.8% | $10,827-98.9% |