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 | $15,692 | $105,998-85.2% | $92,233-83.0% | $147,584-89.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,977 | $4,333-54.4% | $3,679-46.3% | $4,876-59.5% |
| Participant deferral / active EE | $4,541 | $4,478+1.4% | $3,897+16.5% | $5,439-16.5% |
| Admin fee / account holder | $147 | $6,332-97.7% | $5,194-97.2% | $10,885-98.7% |