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 | $7,806 | $142,405-94.5% | $115,157-93.2% | $152,861-94.9% |
| Participation rate | 95.0% | 82.4%+12.6pp | 75.9%+19.1pp | 82.4%+12.6pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,732 | $4,010-56.8% | $3,179-45.5% | $4,762-63.6% |
| Participant deferral / active EE | $3,033 | $5,164-41.3% | $4,168-27.2% | $5,850-48.2% |
| Admin fee / account holder | $88 | $8,462-99.0% | $7,088-98.8% | $11,596-99.2% |