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 | $12,382 | $227,553-94.6% | $189,557-93.5% | $167,490-92.6% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.4%+7.3pp | 82.1%+3.6pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $6,031 | $5,316+13.4% | $4,412+36.7% | $4,837+24.7% |
| Participant deferral / active EE | $4,143 | $7,002-40.8% | $6,174-32.9% | $6,341-34.7% |
| Admin fee / account holder | $33 | $11,878-99.7% | $9,807-99.7% | $12,309-99.7% |