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 | $18,609 | $211,958-91.2% | $169,463-89.0% | $135,375-86.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.01% | 3.26%-11.3pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,167 | $5,120-77.2% | $4,159-71.9% | $4,779-75.6% |
| Participant deferral / active EE | $3,267 | $6,075-46.2% | $5,277-38.1% | $5,609-41.8% |
| Admin fee / account holder | $289 | $11,471-97.5% | $9,109-96.8% | $10,827-97.3% |