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 | $8,407 | $96,956-91.3% | $70,014-88.0% | $273,961-96.9% |
| Participation rate | 88.9% | 77.1%+11.8pp | 71.8%+17.1pp | 83.0%+5.9pp |
| Annual return | 0.00% | 12.93%-12.9pp | 12.99%-13.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $444 | $3,316-86.6% | $2,338-81.0% | $4,869-90.9% |
| Participant deferral / active EE | $7,009 | $3,744+87.2% | $2,931+139.2% | $5,287+32.6% |
| Admin fee / account holder | $6 | $7,934-99.9% | $4,380-99.9% | $10,132-99.9% |