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 | $12,055 | $167,307-92.8% | $143,757-91.6% | $134,475-91.0% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | 1084.21% | 0.46%+1083.7pp | -0.04%+1084.2pp | 417.96%+666.2pp |
| Employer contribution / active EE | $2,458 | $5,619-56.3% | $4,951-50.4% | $4,740-48.1% |
| Participant deferral / active EE | $4,971 | $6,446-22.9% | $5,637-11.8% | $6,400-22.3% |
| Admin fee / account holder | $9 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |