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 7-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 | $14,751 | $142,405-89.6% | $115,157-87.2% | $152,861-90.3% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.4%-4.7pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,713 | $4,010-57.3% | $3,179-46.1% | $4,762-64.0% |
| Participant deferral / active EE | $9,086 | $5,164+76.0% | $4,168+118.0% | $5,850+55.3% |
| Admin fee / account holder | $50 | $8,462-99.4% | $7,088-99.3% | $11,596-99.6% |