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 3-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 | $554 | $76,738-99.3% | $56,411-99.0% | $145,922-99.6% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 20.50% | 2994.23%-2973.7pp | 1701.33%-1680.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $349 | $2,623-86.7% | $1,952-82.1% | $6,688-94.8% |
| Admin fee / account holder | $1 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |