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 | $12,961 | $175,202-92.6% | $149,673-91.3% | $139,434-90.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 32.64% | 166.71%-134.1pp | 134.42%-101.8pp | 372.94%-340.3pp |
| Employer contribution / active EE | $2,161 | $5,474-60.5% | $4,818-55.1% | $4,751-54.5% |
| Participant deferral / active EE | $5,235 | $6,519-19.7% | $5,680-7.8% | $6,710-22.0% |
| Admin fee / account holder | $10 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |