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 3-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 | $7,785 | $142,344-94.5% | $119,609-93.5% | $134,475-94.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | 0.00% | -12.44%+12.4pp | -14.97%+15.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,839 | $5,222-64.8% | $4,232-56.5% | $4,740-61.2% |
| Participant deferral / active EE | $5,018 | $6,469-22.4% | $5,602-10.4% | $6,400-21.6% |
| Admin fee / account holder | $12 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |