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 | $16,858 | $99,652-83.1% | $78,778-78.6% | $147,584-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 31.33% | 47.28%-16.0pp | 35.62%-4.3pp | 578.55%-547.2pp |
| Employer contribution / active EE | $1,376 | $2,796-50.8% | $1,986-30.7% | $4,876-71.8% |
| Participant deferral / active EE | $6,893 | $3,664+88.1% | $2,958+133.0% | $5,439+26.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |