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 10-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 | $19,985 | $127,386-84.3% | $115,037-82.6% | $125,391-84.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.35% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $2,002 | $5,166-61.3% | $4,608-56.6% | $4,866-58.9% |
| Participant deferral / active EE | $6,616 | $6,423+3.0% | $6,026+9.8% | $5,352+23.6% |
| Admin fee / account holder | $171 | $9,516-98.2% | $8,175-97.9% | $9,540-98.2% |