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 | $13,936 | $105,998-86.9% | $92,233-84.9% | $147,584-90.6% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 21.68% | 50.05%-28.4pp | 176.28%-154.6pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,587 | $4,333-63.4% | $3,679-56.9% | $4,876-67.5% |
| Participant deferral / active EE | $3,486 | $4,478-22.2% | $3,897-10.5% | $5,439-35.9% |
| Admin fee / account holder | $260 | $6,332-95.9% | $5,194-95.0% | $10,885-97.6% |