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 | $3,456 | $107,015-96.8% | $73,545-95.3% | $147,584-97.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 19.76% | 38.25%-18.5pp | -15.16%+34.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $801 | $1,760-54.5% | $1,219-34.3% | $4,876-83.6% |
| Participant deferral / active EE | $1,984 | $2,462-19.4% | $1,806+9.8% | $5,439-63.5% |
| Admin fee / account holder | $166 | $3,055-94.6% | $2,320-92.8% | $10,885-98.5% |