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 5-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 | $12,873 | $138,044-90.7% | $125,339-89.7% | $134,475-90.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.08% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $2,395 | $5,243-54.3% | $4,814-50.2% | $4,740-49.5% |
| Participant deferral / active EE | $7,832 | $7,799+0.4% | $7,446+5.2% | $6,400+22.4% |
| Admin fee / account holder | $76 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |