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 8-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 | $10,742 | $202,318-94.7% | $172,739-93.8% | $152,861-93.0% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 32.99% | 1029.65%-996.7pp | 802.84%-769.8pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,834 | $5,856-68.7% | $5,143-64.3% | $4,762-61.5% |
| Participant deferral / active EE | $2,369 | $5,948-60.2% | $5,198-54.4% | $5,850-59.5% |
| Admin fee / account holder | $123 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |