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 | $14,903 | $175,600-91.5% | $129,110-88.5% | $134,475-88.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | 4.34% | -11.39%+15.7pp | -10.94%+15.3pp | 417.96%-413.6pp |
| Employer contribution / active EE | $13,820 | $6,355+117.5% | $5,052+173.6% | $4,740+191.6% |
| Participant deferral / active EE | $10,591 | $7,975+32.8% | $6,542+61.9% | $6,400+65.5% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |