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 8-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 | $4,411 | $138,065-96.8% | $123,544-96.4% | $135,375-96.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 0.00% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,823 | $5,151-64.6% | $4,628-60.6% | $4,779-61.9% |
| Participant deferral / active EE | $3,038 | $6,799-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $78 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |