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 5-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 | $6,544 | $96,635-93.2% | $86,612-92.4% | $139,434-95.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 44.86% | 106.41%-61.6pp | 591.07%-546.2pp | 372.94%-328.1pp |
| Employer contribution / active EE | $1,012 | $3,263-69.0% | $3,022-66.5% | $4,751-78.7% |
| Participant deferral / active EE | $1,012 | $4,836-79.1% | $4,438-77.2% | $6,710-84.9% |
| Admin fee / account holder | $103 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |