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 6-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 | $18,319 | $99,957-81.7% | $149,696-87.8% | $73,488-75.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 365.79% | 53.87%+311.9pp | 276.60%+89.2pp | 28.51%+337.3pp |
| Employer contribution / active EE | $2,743 | $3,191-14.1% | $4,644-40.9% | $2,270+20.8% |
| Participant deferral / active EE | $2,986 | $6,073-50.8% | $6,842-56.4% | $3,740-20.1% |
| Admin fee / account holder | $162 | $551-70.5% | $9,309-98.3% | $513-68.3% |