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 7-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 | $3,848 | $58,577-93.4% | $83,333-95.4% | $64,186-94.0% |
| Participation rate | 85.5% | 72.0%+13.5pp | 77.8%+7.8pp | 69.6%+16.0pp |
| Annual return | 0.00% | 9.65%-9.6pp | 10.63%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,400 | $2,098-33.3% | $3,379-58.5% | $2,381-41.2% |
| Participant deferral / active EE | $2,419 | $4,654-48.0% | $5,565-56.5% | $3,470-30.3% |
| Admin fee / account holder | $12 | $9,275-99.9% | $7,510-99.8% | $4,888-99.8% |