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 | $28,444 | $197,591-85.6% | $177,821-84.0% | $158,922-82.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 58.76%-58.8pp | 48.32%-48.3pp | 302.83%-302.8pp |
| Employer contribution / active EE | $8,801 | $6,697+31.4% | $5,918+48.7% | $4,761+84.8% |
| Participant deferral / active EE | $15,046 | $8,405+79.0% | $7,714+95.0% | $5,982+151.5% |
| Admin fee / account holder | $182 | $15,399-98.8% | $12,427-98.5% | $11,246-98.4% |