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 | $17,319 | $82,664-79.0% | $125,339-86.2% | $68,494-74.7% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,434 | $3,381-57.6% | $4,814-70.2% | $2,596-44.8% |
| Participant deferral / active EE | $4,900 | $6,110-19.8% | $7,446-34.2% | $4,027+21.7% |
| Admin fee / account holder | $204 | $6,275-96.8% | $10,010-98.0% | $5,403-96.2% |