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 | $22,977 | $202,318-88.6% | $172,739-86.7% | $152,861-85.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.76% | 1029.65%-998.9pp | 802.84%-772.1pp | 345.32%-314.6pp |
| Employer contribution / active EE | $2,918 | $5,856-50.2% | $5,143-43.3% | $4,762-38.7% |
| Participant deferral / active EE | $4,813 | $5,948-19.1% | $5,198-7.4% | $5,850-17.7% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |