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 7-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 | $13,927 | $165,335-91.6% | $149,696-90.7% | $158,922-91.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 36.69% | 348.15%-311.5pp | 276.60%-239.9pp | 302.83%-266.1pp |
| Employer contribution / active EE | $2,694 | $5,103-47.2% | $4,644-42.0% | $4,761-43.4% |
| Participant deferral / active EE | $8,118 | $7,181+13.0% | $6,842+18.6% | $5,982+35.7% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |