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 3-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 | $5,283 | $111,814-95.3% | $93,654-94.4% | $145,959-96.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.72% | 203.30%-186.6pp | 133.34%-116.6pp | 561.95%-545.2pp |
| Employer contribution / active EE | $957 | $3,092-69.0% | $2,421-60.5% | $4,661-79.5% |
| Participant deferral / active EE | $1,772 | $4,914-63.9% | $4,413-59.8% | $6,689-73.5% |
| Admin fee / account holder | $89 | $10,246-99.1% | $8,282-98.9% | $13,398-99.3% |