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 8-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 | $2,885 | $58,577-95.1% | $83,333-96.5% | $64,186-95.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,261 | $2,098-39.9% | $3,379-62.7% | $2,381-47.0% |
| Participant deferral / active EE | $1,998 | $4,654-57.1% | $5,565-64.1% | $3,470-42.4% |
| Admin fee / account holder | $161 | $9,275-98.3% | $7,510-97.9% | $4,888-96.7% |