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 | $5,615 | $96,557-94.2% | $80,975-93.1% | $273,961-98.0% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 60.54% | 15.14%+45.4pp | 17.10%+43.4pp | 41.45%+19.1pp |
| Employer contribution / active EE | $1,826 | $4,868-62.5% | $3,714-50.8% | $4,869-62.5% |
| Participant deferral / active EE | $2,050 | $6,598-68.9% | $5,696-64.0% | $5,287-61.2% |
| Admin fee / account holder | $10 | $7,492-99.9% | $5,516-99.8% | $10,132-99.9% |