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 | $6,398 | $117,983-94.6% | $101,794-93.7% | $142,382-95.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 29.24% | 36.92%-7.7pp | 30.53%-1.3pp | 217.08%-187.8pp |
| Employer contribution / active EE | $765 | $2,773-72.4% | $2,289-66.6% | $4,299-82.2% |
| Participant deferral / active EE | $1,525 | $4,714-67.6% | $4,084-62.7% | $6,507-76.6% |
| Admin fee / account holder | $7 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |