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 | $4,901 | $70,428-93.0% | $96,562-94.9% | $85,850-94.3% |
| Participation rate | 80.8% | 61.8%+19.0pp | 69.8%+11.0pp | 69.3%+11.5pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,334 | $1,413-5.6% | $2,356-43.4% | $2,565-48.0% |
| Participant deferral / active EE | $2,681 | $2,894-7.4% | $3,849-30.3% | $3,952-32.2% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |