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 | $2,389 | $101,069-97.6% | $81,478-97.1% | $147,584-98.4% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 0.00% | 32.40%-32.4pp | 38.78%-38.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $774 | $3,205-75.9% | $2,568-69.9% | $4,876-84.1% |
| Participant deferral / active EE | $1,489 | $4,242-64.9% | $3,537-57.9% | $5,439-72.6% |
| Admin fee / account holder | $137 | $5,812-97.6% | $4,561-97.0% | $10,885-98.7% |