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 | $2,970 | $72,400-95.9% | $67,502-95.6% | $145,922-98.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 30.07% | 7182.46%-7152.4pp | 3512.12%-3482.1pp | 561.29%-531.2pp |
| Employer contribution / active EE | $1,526 | $3,069-50.3% | $2,731-44.1% | $4,660-67.3% |
| Participant deferral / active EE | $3,764 | $4,783-21.3% | $4,000-5.9% | $6,688-43.7% |
| Admin fee / account holder | $73 | $5,539-98.7% | $3,998-98.2% | $13,397-99.5% |