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 | $6,375 | $105,998-94.0% | $92,233-93.1% | $147,584-95.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.52% | 50.05%-36.5pp | 176.28%-162.8pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,093 | $4,333-51.7% | $3,679-43.1% | $4,876-57.1% |
| Participant deferral / active EE | $1,764 | $4,478-60.6% | $3,897-54.7% | $5,439-67.6% |
| Admin fee / account holder | $3 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |