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 | $7,013 | $84,527-91.7% | $67,711-89.6% | $125,391-94.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,977 | $3,292-39.9% | $2,559-22.7% | $4,866-59.4% |
| Participant deferral / active EE | $6,288 | $4,429+42.0% | $3,585+75.4% | $5,352+17.5% |
| Admin fee / account holder | $48 | $5,340-99.1% | $4,255-98.9% | $9,540-99.5% |