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 | $3,845 | $165,912-97.7% | $122,332-96.9% | $147,584-97.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 34.55%-34.6pp | 30.27%-30.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $967 | $5,754-83.2% | $4,050-76.1% | $4,876-80.2% |
| Participant deferral / active EE | $2,758 | $4,005-31.2% | $3,287-16.1% | $5,439-49.3% |
| Admin fee / account holder | $22 | $7,424-99.7% | $5,478-99.6% | $10,885-99.8% |