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 | $17,652 | $106,890-83.5% | $84,015-79.0% | $152,861-88.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.67% | 104.99%-86.3pp | 71.31%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,727 | $2,734-0.3% | $1,983+37.5% | $4,762-42.7% |
| Participant deferral / active EE | $1,843 | $4,011-54.1% | $3,239-43.1% | $5,850-68.5% |
| Admin fee / account holder | $33 | $8,285-99.6% | $6,101-99.5% | $11,596-99.7% |