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 7-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 | $8,516 | $100,852-91.6% | $90,404-90.6% | $158,922-94.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 34.04% | 1724.20%-1690.2pp | 1293.02%-1259.0pp | 302.83%-268.8pp |
| Employer contribution / active EE | $2,015 | $3,689-45.4% | $3,262-38.2% | $4,761-57.7% |
| Participant deferral / active EE | $2,453 | $4,348-43.6% | $3,963-38.1% | $5,982-59.0% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |