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 6-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 | $15,965 | $157,256-89.8% | $141,162-88.7% | $152,861-89.6% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $3,406 | $5,261-35.3% | $4,735-28.1% | $4,762-28.5% |
| Participant deferral / active EE | $9,970 | $7,109+40.2% | $6,709+48.6% | $5,850+70.4% |
| Admin fee / account holder | $211 | $12,120-98.3% | $10,261-97.9% | $11,596-98.2% |