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 | $7,951 | $102,966-92.3% | $90,281-91.2% | $152,861-94.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 32.76% | 95.16%-62.4pp | 78.10%-45.3pp | 345.32%-312.6pp |
| Employer contribution / active EE | $1,201 | $3,139-61.7% | $2,854-57.9% | $4,762-74.8% |
| Participant deferral / active EE | $3,431 | $4,281-19.9% | $3,885-11.7% | $5,850-41.4% |
| Admin fee / account holder | $14 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |