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 3-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 | $4,659 | $73,004-93.6% | $90,749-94.9% | $68,494-93.2% |
| Participation rate | 77.5% | 70.8%+6.7pp | 75.7%+1.8pp | 67.9%+9.6pp |
| Annual return | 0.00% | -13.81%+13.8pp | -12.16%+12.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,596 | $2,193-27.2% | $2,921-45.4% | $2,596-38.5% |
| Participant deferral / active EE | $1,980 | $3,627-45.4% | $4,564-56.6% | $4,027-50.8% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |