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 4-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 | $11,947 | $148,534-92.0% | $135,903-91.2% | $139,434-91.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.76% | 79.19%-43.4pp | 68.23%-32.5pp | 372.94%-337.2pp |
| Employer contribution / active EE | $2,601 | $5,243-50.4% | $4,856-46.4% | $4,751-45.3% |
| Participant deferral / active EE | $9,076 | $8,100+12.0% | $7,758+17.0% | $6,710+35.3% |
| Admin fee / account holder | $121 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |