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 | $8,893 | $158,817-94.4% | $121,196-92.7% | $135,375-93.4% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.7%+8.3pp | 82.6%-2.6pp |
| Annual return | 22.98% | -0.64%+23.6pp | 16.93%+6.0pp | 519.73%-496.8pp |
| Employer contribution / active EE | $264 | $5,665-95.3% | $4,022-93.4% | $4,779-94.5% |
| Participant deferral / active EE | $2,355 | $4,005-41.2% | $3,344-29.6% | $5,609-58.0% |
| Admin fee / account holder | $10 | $6,512-99.8% | $5,019-99.8% | $10,827-99.9% |