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 | $5,340 | $80,717-93.4% | $154,803-96.6% | $84,808-93.7% |
| Participation rate | 95.6% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 25.13% | 37.96%-12.8pp | 58.88%-33.8pp | 40.90%-15.8pp |
| Employer contribution / active EE | $995 | $2,761-64.0% | $4,305-76.9% | $2,631-62.2% |
| Participant deferral / active EE | $1,215 | $3,303-63.2% | $5,540-78.1% | $4,212-71.2% |
| Admin fee / account holder | $225 | $6,746-96.7% | $14,329-98.4% | $7,344-96.9% |