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 | $12,972 | $99,032-86.9% | $80,019-83.8% | $135,375-90.4% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,440 | $3,043-52.7% | $2,468-41.7% | $4,779-69.9% |
| Participant deferral / active EE | $2,721 | $4,282-36.5% | $3,686-26.2% | $5,609-51.5% |
| Admin fee / account holder | $24 | $10,436-99.8% | $6,521-99.6% | $10,827-99.8% |