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 | $10,399 | $109,327-90.5% | $89,391-88.4% | $158,922-93.5% |
| Participation rate | 76.5% | 74.3%+2.2pp | 68.0%+8.5pp | 82.0%-5.5pp |
| Annual return | 0.00% | 345.68%-345.7pp | 245.62%-245.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,493 | $3,170-52.9% | $2,586-42.2% | $4,761-68.6% |
| Participant deferral / active EE | $4,858 | $4,598+5.7% | $3,890+24.9% | $5,982-18.8% |
| Admin fee / account holder | $52 | $6,153-99.2% | $4,881-98.9% | $11,246-99.5% |