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 | $5,919 | $88,707-93.3% | $74,183-92.0% | $273,961-97.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,049 | $3,159-66.8% | $2,370-55.8% | $4,869-78.5% |
| Participant deferral / active EE | $4,232 | $4,212+0.5% | $3,550+19.2% | $5,287-20.0% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,132-99.9% |