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 | $6,056 | $90,519-93.3% | $93,789-93.5% | $134,475-95.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 81.0%-1.0pp | 81.2%-1.2pp |
| Annual return | 0.00% | -15.72%+15.7pp | -11.33%+11.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,577 | $4,343-63.7% | $4,323-63.5% | $4,740-66.7% |
| Participant deferral / active EE | $3,268 | $5,978-45.3% | $6,094-46.4% | $6,400-48.9% |
| Admin fee / account holder | $4 | $9,252-100.0% | $7,195-99.9% | $11,426-100.0% |