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 | $5,410 | $232,540-97.7% | $185,117-97.1% | $147,584-96.3% |
| Participation rate | 94.1% | 82.4%+11.8pp | 77.3%+16.9pp | 82.8%+11.3pp |
| Annual return | 22.45% | 43.03%-20.6pp | 40.50%-18.1pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,661 | $5,195-68.0% | $4,182-60.3% | $4,876-65.9% |
| Participant deferral / active EE | $1,686 | $5,834-71.1% | $5,045-66.6% | $5,439-69.0% |
| Admin fee / account holder | $11 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |