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 | $5,900 | $111,724-94.7% | $93,606-93.7% | $145,922-96.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 13.51% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $968 | $3,090-68.7% | $2,420-60.0% | $4,660-79.2% |
| Participant deferral / active EE | $1,425 | $4,912-71.0% | $4,411-67.7% | $6,688-78.7% |
| Admin fee / account holder | $38 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |