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 4-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 | $5,582 | $45,863-87.8% | $77,024-92.8% | $68,494-91.8% |
| Participation rate | 88.0% | 55.9%+32.1pp | 67.9%+20.1pp | 67.9%+20.1pp |
| Annual return | 0.00% | 1.72%-1.7pp | 42.32%-42.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,200 | $1,650-27.3% | $2,812-57.3% | $2,596-53.8% |
| Participant deferral / active EE | $4,120 | $2,962+39.1% | $4,426-6.9% | $4,027+2.3% |
| Admin fee / account holder | $16 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |