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 | $7,065 | $156,846-95.5% | $121,098-94.2% | $139,434-94.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 33.18% | 1474.56%-1441.4pp | 985.75%-952.6pp | 372.94%-339.8pp |
| Employer contribution / active EE | $5,328 | $5,536-3.8% | $4,164+28.0% | $4,751+12.2% |
| Participant deferral / active EE | $2,738 | $4,844-43.5% | $4,080-32.9% | $6,710-59.2% |
| Admin fee / account holder | $60 | $6,946-99.1% | $5,644-98.9% | $11,403-99.5% |