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 4-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 | $13,630 | $167,307-91.9% | $143,757-90.5% | $134,475-89.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.67% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $4,337 | $5,619-22.8% | $4,951-12.4% | $4,740-8.5% |
| Participant deferral / active EE | $2,422 | $6,446-62.4% | $5,637-57.0% | $6,400-62.2% |
| Admin fee / account holder | $291 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |