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 6-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 | $11,788 | $124,185-90.5% | $108,410-89.1% | $167,490-93.0% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 27.40% | 1379.64%-1352.2pp | 905.27%-877.9pp | 478.56%-451.2pp |
| Employer contribution / active EE | $2,197 | $4,187-47.5% | $3,558-38.3% | $4,837-54.6% |
| Participant deferral / active EE | $3,459 | $6,908-49.9% | $6,563-47.3% | $6,341-45.5% |
| Admin fee / account holder | $6 | $9,455-99.9% | $7,295-99.9% | $12,309-100.0% |