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 6-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 | $5,336 | $93,571-94.3% | $135,903-96.1% | $75,163-92.9% |
| Participation rate | 76.1% | 75.2%+0.9pp | 81.9%-5.8pp | 67.2%+8.9pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,317 | $3,537-62.8% | $4,856-72.9% | $2,670-50.7% |
| Participant deferral / active EE | $2,642 | $6,404-58.8% | $7,758-65.9% | $4,125-36.0% |
| Admin fee / account holder | $232 | $6,975-96.7% | $10,762-97.8% | $5,651-95.9% |