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 8-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 | $5,786 | $72,388-92.0% | $111,392-94.8% | $64,186-91.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | 0.00% | -1.50%+1.5pp | -2.06%+2.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,295 | $3,000+9.8% | $4,328-23.9% | $2,381+38.4% |
| Participant deferral / active EE | $4,102 | $4,241-3.3% | $5,567-26.3% | $3,470+18.2% |
| Admin fee / account holder | $140 | $5,719-97.6% | $12,266-98.9% | $4,888-97.1% |