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 5-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 | $11,124 | $138,044-91.9% | $125,339-91.1% | $134,475-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 51.34% | 750.33%-699.0pp | 572.05%-520.7pp | 417.96%-366.6pp |
| Employer contribution / active EE | $3,383 | $5,243-35.5% | $4,814-29.7% | $4,740-28.6% |
| Participant deferral / active EE | $4,635 | $7,799-40.6% | $7,446-37.8% | $6,400-27.6% |
| Admin fee / account holder | $267 | $11,571-97.7% | $10,010-97.3% | $11,426-97.7% |