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 | $8,718 | $148,534-94.1% | $135,903-93.6% | $139,434-93.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.61% | 79.19%-45.6pp | 68.23%-34.6pp | 372.94%-339.3pp |
| Employer contribution / active EE | $2,275 | $5,243-56.6% | $4,856-53.2% | $4,751-52.1% |
| Participant deferral / active EE | $3,876 | $8,100-52.1% | $7,758-50.0% | $6,710-42.2% |
| Admin fee / account holder | $49 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |