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 | $4,399 | $48,265-90.9% | $68,791-93.6% | $68,494-93.6% |
| Participation rate | 84.0% | 60.7%+23.3pp | 69.0%+15.0pp | 67.9%+16.1pp |
| Annual return | 0.00% | -12.71%+12.7pp | -6.38%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,358 | $1,829-25.7% | $2,655-48.8% | $2,596-47.7% |
| Participant deferral / active EE | $3,296 | $2,867+15.0% | $3,941-16.4% | $4,027-18.2% |
| Admin fee / account holder | $24 | $4,355-99.4% | $4,932-99.5% | $5,403-99.6% |