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 | $11,603 | $76,000-84.7% | $154,107-92.5% | $64,186-81.9% |
| Participation rate | 72.7% | 70.4%+2.3pp | 83.0%-10.3pp | 69.6%+3.2pp |
| Annual return | -6.21% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $441 | $3,351-86.8% | $5,298-91.7% | $2,381-81.5% |
| Participant deferral / active EE | $1,198 | $3,175-62.3% | $5,081-76.4% | $3,470-65.5% |
| Admin fee / account holder | $121 | $5,596-97.8% | $13,411-99.1% | $4,888-97.5% |