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 | $4,485 | $62,586-92.8% | $76,768-94.2% | $64,186-93.0% |
| Participation rate | 84.8% | 72.8%+12.0pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,505 | $1,832-17.8% | $2,485-39.4% | $2,381-36.8% |
| Participant deferral / active EE | $3,099 | $3,145-1.4% | $3,852-19.5% | $3,470-10.7% |
| Admin fee / account holder | $49 | $4,667-99.0% | $6,675-99.3% | $4,888-99.0% |