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 | $8,188 | $90,503-91.0% | $78,689-89.6% | $273,961-97.0% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,099 | $3,176-2.4% | $2,851+8.7% | $4,869-36.3% |
| Participant deferral / active EE | $4,700 | $3,901+20.5% | $3,517+33.7% | $5,287-11.1% |
| Admin fee / account holder | $22 | $5,263-99.6% | $4,510-99.5% | $10,132-99.8% |