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 | $11,119 | $84,527-86.8% | $67,711-83.6% | $125,391-91.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 17.06% | 2.57%+14.5pp | 25.41%-8.3pp | 282.22%-265.2pp |
| Employer contribution / active EE | $1,572 | $3,292-52.3% | $2,559-38.6% | $4,866-67.7% |
| Participant deferral / active EE | $3,600 | $4,429-18.7% | $3,585+0.4% | $5,352-32.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |