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 | $7,159 | $49,177-85.4% | $79,464-91.0% | $64,186-88.8% |
| Participation rate | 82.7% | 65.0%+17.7pp | 73.3%+9.4pp | 69.6%+13.1pp |
| Annual return | -7.35% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,985 | $2,821-29.7% | $3,704-46.4% | $3,470-42.8% |
| Admin fee / account holder | $104 | $3,839-97.3% | $5,113-98.0% | $4,888-97.9% |