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 | $10,811 | $210,648-94.9% | $177,989-93.9% | $145,922-92.6% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 0.00% | 385.86%-385.9pp | 294.48%-294.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,340 | $4,565-48.7% | $3,949-40.7% | $4,660-49.8% |
| Participant deferral / active EE | $10,171 | $6,958+46.2% | $6,276+62.1% | $6,688+52.1% |
| Admin fee / account holder | $15 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |