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 10-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 | $12,175 | $150,440-91.9% | $136,294-91.1% | $147,584-91.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.69% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,789 | $5,256-8.9% | $4,695+2.0% | $4,876-1.8% |
| Participant deferral / active EE | $3,532 | $6,630-46.7% | $6,247-43.5% | $5,439-35.1% |
| Admin fee / account holder | $152 | $10,905-98.6% | $9,243-98.4% | $10,885-98.6% |