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 | $7,051 | $148,534-95.3% | $135,903-94.8% | $139,434-94.9% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,690 | $5,243-67.8% | $4,856-65.2% | $4,751-64.4% |
| Participant deferral / active EE | $4,536 | $8,100-44.0% | $7,758-41.5% | $6,710-32.4% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |