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 9-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 | $16,054 | $150,440-89.3% | $136,294-88.2% | $147,584-89.1% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 198.63% | 1049.08%-850.5pp | 5155.94%-4957.3pp | 578.55%-379.9pp |
| Employer contribution / active EE | $2,434 | $5,256-53.7% | $4,695-48.2% | $4,876-50.1% |
| Participant deferral / active EE | $3,834 | $6,630-42.2% | $6,247-38.6% | $5,439-29.5% |
| Admin fee / account holder | $55 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |