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 9-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 | $4,878 | $104,907-95.3% | $84,611-94.2% | $152,861-96.8% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 21.23% | 373.79%-352.6pp | 258.74%-237.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $993 | $3,302-69.9% | $2,652-62.6% | $4,762-79.2% |
| Participant deferral / active EE | $1,306 | $4,688-72.1% | $3,899-66.5% | $5,850-77.7% |
| Admin fee / account holder | $16 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |