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 3-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 | $10,012 | $133,922-92.5% | $116,228-91.4% | $142,382-93.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 24.53% | 147.76%-123.2pp | 90.06%-65.5pp | 217.08%-192.5pp |
| Employer contribution / active EE | $1,378 | $3,446-60.0% | $2,994-54.0% | $4,299-68.0% |
| Participant deferral / active EE | $2,286 | $5,672-59.7% | $4,953-53.9% | $6,507-64.9% |
| Admin fee / account holder | $59 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |