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 5-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 | $4,391 | $86,286-94.9% | $111,297-96.1% | $85,850-94.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,469 | $2,043-28.1% | $2,731-46.2% | $2,565-42.7% |
| Participant deferral / active EE | $3,883 | $3,641+6.7% | $4,487-13.5% | $3,952-1.7% |
| Admin fee / account holder | $86 | $8,188-99.0% | $7,964-98.9% | $6,260-98.6% |