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 | $3,397 | $42,894-92.1% | $60,874-94.4% | $68,494-95.0% |
| Participation rate | 87.0% | 66.8%+20.2pp | 73.1%+13.8pp | 67.9%+19.1pp |
| Annual return | -17.92% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $686 | $1,978-65.3% | $2,701-74.6% | $2,596-73.6% |
| Participant deferral / active EE | $1,044 | $2,867-63.6% | $3,817-72.6% | $4,027-74.1% |
| Admin fee / account holder | $72 | $3,101-97.7% | $3,224-97.8% | $5,403-98.7% |