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 | $12,465 | $118,450-89.5% | $98,439-87.3% | $139,434-91.1% |
| Participation rate | 87.5% | 77.4%+10.1pp | 75.2%+12.3pp | 80.3%+7.2pp |
| Annual return | 49.22% | 18.94%+30.3pp | 21.16%+28.1pp | 372.94%-323.7pp |
| Employer contribution / active EE | $2,505 | $3,609-30.6% | $3,048-17.8% | $4,751-47.3% |
| Participant deferral / active EE | $4,770 | $5,392-11.5% | $4,738+0.7% | $6,710-28.9% |
| Admin fee / account holder | $39 | $14,026-99.7% | $8,948-99.6% | $11,403-99.7% |