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 6-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 | $13,178 | $82,664-84.1% | $125,339-89.5% | $68,494-80.8% |
| Participation rate | 76.9% | 75.0%+1.9pp | 82.4%-5.4pp | 67.9%+9.0pp |
| Annual return | -18.35% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,050 | $3,381-39.4% | $4,814-57.4% | $2,596-21.0% |
| Participant deferral / active EE | $3,781 | $6,110-38.1% | $7,446-49.2% | $4,027-6.1% |
| Admin fee / account holder | $59 | $6,275-99.1% | $10,010-99.4% | $5,403-98.9% |