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 | $12,108 | $97,044-87.5% | $83,333-85.5% | $135,375-91.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.63%-10.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,571 | $4,143-13.8% | $3,379+5.7% | $4,779-25.3% |
| Participant deferral / active EE | $9,612 | $5,964+61.2% | $5,565+72.7% | $5,609+71.4% |
| Admin fee / account holder | $23 | $8,380-99.7% | $7,510-99.7% | $10,827-99.8% |