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 | $2,617 | $73,515-96.4% | $62,995-95.8% | $147,584-98.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 45.90% | 175.43%-129.5pp | 87.57%-41.7pp | 578.55%-532.7pp |
| Employer contribution / active EE | $369 | $3,320-88.9% | $2,759-86.6% | $4,876-92.4% |
| Participant deferral / active EE | $1,557 | $4,185-62.8% | $3,329-53.2% | $5,439-71.4% |
| Admin fee / account holder | $279 | $5,953-95.3% | $3,600-92.3% | $10,885-97.4% |