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 | $11,710 | $63,861-81.7% | $104,607-88.8% | $79,858-85.3% |
| Participation rate | 96.3% | 64.9%+31.4pp | 74.1%+22.2pp | 69.6%+26.7pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.46%-340.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,950 | $1,588+85.8% | $2,681+10.1% | $2,471+19.4% |
| Participant deferral / active EE | $3,965 | $2,693+47.2% | $3,740+6.0% | $3,740+6.0% |
| Admin fee / account holder | $5 | $4,185-99.9% | $6,473-99.9% | $5,306-99.9% |