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 4-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 | $13,741 | $127,065-89.2% | $113,168-87.9% | $142,382-90.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.64% | 24.03%-4.4pp | 24.27%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,408 | $3,442-59.1% | $2,975-52.7% | $4,299-67.2% |
| Participant deferral / active EE | $1,844 | $5,716-67.7% | $5,107-63.9% | $6,507-71.7% |
| Admin fee / account holder | $160 | $15,736-99.0% | $12,068-98.7% | $12,624-98.7% |