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 | $3,722 | $100,852-96.3% | $90,404-95.9% | $158,922-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 115.01% | 1724.20%-1609.2pp | 1293.02%-1178.0pp | 302.83%-187.8pp |
| Employer contribution / active EE | $1,035 | $3,689-71.9% | $3,262-68.3% | $4,761-78.3% |
| Participant deferral / active EE | $2,486 | $4,348-42.8% | $3,963-37.3% | $5,982-58.4% |
| Admin fee / account holder | $11 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |