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 5-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 | $6,001 | $100,754-94.0% | $86,677-93.1% | $134,475-95.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,791 | $3,489-48.7% | $2,836-36.9% | $4,740-62.2% |
| Participant deferral / active EE | $4,575 | $5,338-14.3% | $4,656-1.7% | $6,400-28.5% |
| Admin fee / account holder | $82 | $10,926-99.2% | $7,493-98.9% | $11,426-99.3% |