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 10-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 | $7,967 | $45,152-82.4% | $73,843-89.2% | $59,632-86.6% |
| Participation rate | 76.6% | 64.0%+12.6pp | 73.4%+3.2pp | 68.7%+7.9pp |
| Annual return | -0.65% | 27.40%-28.0pp | 2267.84%-2268.5pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,030 | $1,902-45.9% | $2,787-63.1% | $2,203-53.3% |
| Participant deferral / active EE | $1,256 | $2,574-51.2% | $3,583-64.9% | $3,192-60.6% |
| Admin fee / account holder | $288 | $3,516-91.8% | $4,880-94.1% | $4,297-93.3% |