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 | $7,792 | $115,882-93.3% | $100,516-92.2% | $158,922-95.1% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 0.00% | 34.79%-34.8pp | 30.89%-30.9pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,020 | $4,103-75.1% | $3,418-70.1% | $4,761-78.6% |
| Participant deferral / active EE | $4,262 | $6,674-36.1% | $6,270-32.0% | $5,982-28.8% |
| Admin fee / account holder | $8 | $10,995-99.9% | $8,081-99.9% | $11,246-99.9% |