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 7-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 | $8,534 | $226,064-96.2% | $182,532-95.3% | $152,861-94.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 0.00% | 192.51%-192.5pp | 148.54%-148.5pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,615 | $4,978-67.6% | $4,076-60.4% | $4,762-66.1% |
| Participant deferral / active EE | $9,396 | $6,368+47.6% | $5,524+70.1% | $5,850+60.6% |
| Admin fee / account holder | $74 | $10,703-99.3% | $8,592-99.1% | $11,596-99.4% |