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 4-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 | $18,125 | $185,822-90.2% | $169,993-89.3% | $139,434-87.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $5,416 | $7,590-28.6% | $6,785-20.2% | $4,751+14.0% |
| Participant deferral / active EE | $11,312 | $11,622-2.7% | $10,408+8.7% | $6,710+68.6% |
| Admin fee / account holder | $106 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |