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 4-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 | $5,186 | $96,635-94.6% | $86,612-94.0% | $139,434-96.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 36.67% | 106.41%-69.7pp | 591.07%-554.4pp | 372.94%-336.3pp |
| Employer contribution / active EE | $1,255 | $3,263-61.5% | $3,022-58.5% | $4,751-73.6% |
| Participant deferral / active EE | $1,261 | $4,836-73.9% | $4,438-71.6% | $6,710-81.2% |
| Admin fee / account holder | $22 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |