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 | $1,330 | $107,015-98.8% | $73,545-98.2% | $147,584-99.1% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 75.61% | 38.25%+37.4pp | -15.16%+90.8pp | 578.55%-502.9pp |
| Employer contribution / active EE | $988 | $1,760-43.8% | $1,219-18.9% | $4,876-79.7% |
| Participant deferral / active EE | $995 | $2,462-59.6% | $1,806-44.9% | $5,439-81.7% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |