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 6-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 | $4,991 | $98,750-94.9% | $149,696-96.7% | $79,858-93.8% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,607 | $3,216-50.0% | $4,644-65.4% | $2,471-35.0% |
| Participant deferral / active EE | $2,848 | $5,680-49.9% | $6,842-58.4% | $3,740-23.8% |
| Admin fee / account holder | $136 | $6,053-97.7% | $9,309-98.5% | $5,306-97.4% |