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 | $15,768 | $197,825-92.0% | $155,790-89.9% | $125,391-87.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 17.43% | 86.74%-69.3pp | 71.54%-54.1pp | 282.22%-264.8pp |
| Employer contribution / active EE | $1,134 | $4,847-76.6% | $3,836-70.4% | $4,866-76.7% |
| Participant deferral / active EE | $1,946 | $5,630-65.4% | $4,797-59.4% | $5,352-63.6% |
| Admin fee / account holder | $279 | $9,545-97.1% | $7,478-96.3% | $9,540-97.1% |