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 | $4,694 | $99,877-95.3% | $84,966-94.5% | $145,922-96.8% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 12.57% | 83.76%-71.2pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $454 | $3,231-86.0% | $2,727-83.4% | $4,660-90.3% |
| Participant deferral / active EE | $928 | $5,291-82.5% | $4,519-79.5% | $6,688-86.1% |
| Admin fee / account holder | $278 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |