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 7-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 | $11,029 | $100,754-89.1% | $86,677-87.3% | $134,475-91.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.78% | 29.04%-46.8pp | 35.91%-53.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,383 | $3,489-60.4% | $2,836-51.2% | $4,740-70.8% |
| Participant deferral / active EE | $2,325 | $5,338-56.4% | $4,656-50.1% | $6,400-63.7% |
| Admin fee / account holder | $51 | $10,926-99.5% | $7,493-99.3% | $11,426-99.6% |