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 9-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 | $9,549 | $144,119-93.4% | $117,854-91.9% | $147,584-93.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $902 | $4,896-81.6% | $3,786-76.2% | $4,876-81.5% |
| Participant deferral / active EE | $8,472 | $5,316+59.4% | $4,482+89.0% | $5,439+55.8% |
| Admin fee / account holder | $33 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |