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 | $4,754 | $96,635-95.1% | $86,612-94.5% | $139,434-96.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.67% | 106.41%-82.7pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $1,781 | $3,263-45.4% | $3,022-41.1% | $4,751-62.5% |
| Participant deferral / active EE | $1,626 | $4,836-66.4% | $4,438-63.3% | $6,710-75.8% |
| Admin fee / account holder | $146 | $6,408-97.7% | $5,614-97.4% | $11,403-98.7% |