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 10-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 | $14,879 | $144,119-89.7% | $117,854-87.4% | $147,584-89.9% |
| Participation rate | 94.1% | 83.4%+10.7pp | 79.7%+14.5pp | 82.8%+11.3pp |
| Annual return | 31.83% | 531.15%-499.3pp | 335.08%-303.2pp | 578.55%-546.7pp |
| Employer contribution / active EE | $2,690 | $4,896-45.1% | $3,786-29.0% | $4,876-44.8% |
| Participant deferral / active EE | $5,244 | $5,316-1.4% | $4,482+17.0% | $5,439-3.6% |
| Admin fee / account holder | $23 | $10,886-99.8% | $8,020-99.7% | $10,885-99.8% |