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 | $5,169 | $232,540-97.8% | $185,117-97.2% | $147,584-96.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,176 | $5,195-77.4% | $4,182-71.9% | $4,876-75.9% |
| Participant deferral / active EE | $2,402 | $5,834-58.8% | $5,045-52.4% | $5,439-55.8% |
| Admin fee / account holder | $40 | $10,275-99.6% | $8,159-99.5% | $10,885-99.6% |