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 | $2,425 | $108,172-97.8% | $77,482-96.9% | $158,922-98.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,093 | $1,325-17.5% | $986+10.8% | $4,761-77.0% |
| Participant deferral / active EE | $2,102 | $2,456-14.4% | $1,861+12.9% | $5,982-64.9% |
| Admin fee / account holder | $50 | $3,708-98.7% | $2,858-98.3% | $11,246-99.6% |