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 | $4,457 | $77,419-94.2% | $69,455-93.6% | $152,861-97.1% |
| Participation rate | 93.8% | 78.1%+15.6pp | 74.6%+19.1pp | 82.4%+11.3pp |
| Annual return | 38.05% | 39.06%-1.0pp | 28.97%+9.1pp | 345.32%-307.3pp |
| Employer contribution / active EE | $1,583 | $3,315-52.2% | $2,779-43.0% | $4,762-66.8% |
| Participant deferral / active EE | $2,100 | $4,414-52.4% | $3,535-40.6% | $5,850-64.1% |
| Admin fee / account holder | $266 | $6,207-95.7% | $3,839-93.1% | $11,596-97.7% |