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 7-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 | $1,558 | $60,124-97.4% | $90,404-98.3% | $79,858-98.0% |
| Participation rate | 88.0% | 65.0%+23.0pp | 72.7%+15.3pp | 69.6%+18.4pp |
| Annual return | 102.18% | 71.94%+30.2pp | 1293.02%-1190.8pp | 31.71%+70.5pp |
| Employer contribution / active EE | $691 | $2,068-66.6% | $3,262-78.8% | $2,471-72.0% |
| Participant deferral / active EE | $844 | $2,938-71.3% | $3,963-78.7% | $3,740-77.4% |
| Admin fee / account holder | $10 | $3,976-99.8% | $5,611-99.8% | $5,306-99.8% |