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 8-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 | $3,663 | $96,635-96.2% | $86,612-95.8% | $139,434-97.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.76% | 106.41%-87.7pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $440 | $3,263-86.5% | $3,022-85.5% | $4,751-90.7% |
| Participant deferral / active EE | $880 | $4,836-81.8% | $4,438-80.2% | $6,710-86.9% |
| Admin fee / account holder | $33 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |