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 | $6,005 | $96,484-93.8% | $75,886-92.1% | $152,861-96.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,257 | $3,309+28.6% | $2,500+70.3% | $4,762-10.6% |
| Participant deferral / active EE | $1,435 | $4,553-68.5% | $3,603-60.2% | $5,850-75.5% |
| Admin fee / account holder | $107 | $8,078-98.7% | $5,418-98.0% | $11,596-99.1% |