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 | $1,122 | $88,751-98.7% | $81,812-98.6% | $145,922-99.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 12.34% | 1025.40%-1013.1pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $750 | $3,083-75.7% | $2,912-74.2% | $4,660-83.9% |
| Participant deferral / active EE | $887 | $4,643-80.9% | $4,319-79.5% | $6,688-86.7% |
| Admin fee / account holder | $110 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |