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 8-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 | $11,844 | $52,580-77.5% | $71,671-83.5% | $70,131-83.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 180.89% | 20.25%+160.6pp | 20.65%+160.2pp | 73.14%+107.8pp |
| Employer contribution / active EE | $4,307 | $1,616+166.5% | $2,460+75.1% | $2,342+83.9% |
| Participant deferral / active EE | $5,330 | $2,386+123.4% | $3,438+55.0% | $3,332+60.0% |
| Admin fee / account holder | $80 | $3,653-97.8% | $5,558-98.6% | $4,645-98.3% |