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 6-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 | $18,958 | $209,832-91.0% | $189,513-90.0% | $167,490-88.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 43.43% | 748.27%-704.8pp | 555.15%-511.7pp | 478.56%-435.1pp |
| Employer contribution / active EE | $5,748 | $6,914-16.9% | $6,162-6.7% | $4,837+18.8% |
| Participant deferral / active EE | $10,771 | $8,935+20.5% | $8,221+31.0% | $6,341+69.9% |
| Admin fee / account holder | $121 | $14,293-99.2% | $12,045-99.0% | $12,309-99.0% |