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 10-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 | $9,336 | $75,828-87.7% | $147,614-93.7% | $59,632-84.3% |
| Participation rate | 77.4% | 71.6%+5.9pp | 84.6%-7.2pp | 68.7%+8.7pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,544 | $3,485-27.0% | $5,564-54.3% | $2,203+15.5% |
| Participant deferral / active EE | $5,084 | $3,130+62.4% | $4,895+3.8% | $3,192+59.3% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |