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 10-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 | $17,334 | $113,935-84.8% | $94,224-81.6% | $125,391-86.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.03% | 5.29%-6.3pp | 10.68%-11.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,214 | $4,727-74.3% | $3,587-66.2% | $4,866-75.1% |
| Participant deferral / active EE | $3,330 | $5,179-35.7% | $4,320-22.9% | $5,352-37.8% |
| Admin fee / account holder | $243 | $8,391-97.1% | $6,269-96.1% | $9,540-97.5% |