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 6-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 | $5,245 | $115,770-95.5% | $101,248-94.8% | $158,922-96.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 228.80% | 56.14%+172.7pp | 46.47%+182.3pp | 302.83%-74.0pp |
| Employer contribution / active EE | $1,704 | $4,175-59.2% | $3,660-53.4% | $4,761-64.2% |
| Participant deferral / active EE | $2,308 | $4,957-53.4% | $4,370-47.2% | $5,982-61.4% |
| Admin fee / account holder | $25 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |