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 | $9,765 | $142,344-93.1% | $119,609-91.8% | $134,475-92.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.79% | -12.44%-7.3pp | -14.97%-4.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $4,782 | $5,222-8.4% | $4,232+13.0% | $4,740+0.9% |
| Participant deferral / active EE | $3,801 | $6,469-41.2% | $5,602-32.2% | $6,400-40.6% |
| Admin fee / account holder | $126 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |