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 | $2,104 | $169,032-98.8% | $129,207-98.4% | $145,922-98.6% |
| Participation rate | 90.5% | 76.4%+14.0pp | 69.6%+20.9pp | 80.3%+10.2pp |
| Annual return | 28.81% | 14330.11%-14301.3pp | 9417.33%-9388.5pp | 561.29%-532.5pp |
| Employer contribution / active EE | $796 | $5,537-85.6% | $4,153-80.8% | $4,660-82.9% |
| Participant deferral / active EE | $802 | $4,987-83.9% | $4,168-80.8% | $6,688-88.0% |
| Admin fee / account holder | $9 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |