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 9-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 | $2,605 | $35,183-92.6% | $73,545-96.5% | $70,131-96.3% |
| Participation rate | 75.0% | 42.9%+32.1pp | 54.9%+20.1pp | 69.5%+5.5pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $708 | $709-0.2% | $1,219-42.0% | $2,342-69.8% |
| Participant deferral / active EE | $1,642 | $1,220+34.6% | $1,806-9.1% | $3,332-50.7% |
| Admin fee / account holder | $13 | $2,302-99.4% | $2,320-99.4% | $4,645-99.7% |