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 3-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 | $16,468 | $159,901-89.7% | $146,958-88.8% | $145,922-88.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 87.58% | 98.13%-10.6pp | 418.34%-330.8pp | 561.29%-473.7pp |
| Employer contribution / active EE | $2,364 | $5,286-55.3% | $4,933-52.1% | $4,660-49.3% |
| Participant deferral / active EE | $3,920 | $8,428-53.5% | $8,070-51.4% | $6,688-41.4% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |