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 | $31,269 | $171,865-81.8% | $149,718-79.1% | $147,584-78.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 116.74% | 2113.22%-1996.5pp | 1501.63%-1384.9pp | 578.55%-461.8pp |
| Employer contribution / active EE | $7,560 | $6,275+20.5% | $5,445+38.8% | $4,876+55.0% |
| Participant deferral / active EE | $6,868 | $7,271-5.5% | $6,569+4.6% | $5,439+26.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |