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 3-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 | $4,152 | $80,968-94.9% | $96,544-95.7% | $75,163-94.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,552 | $2,282-32.0% | $2,965-47.7% | $2,670-41.9% |
| Participant deferral / active EE | $2,931 | $3,928-25.4% | $4,851-39.6% | $4,125-29.0% |
| Admin fee / account holder | $129 | $6,724-98.1% | $8,252-98.4% | $5,651-97.7% |