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 7-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 | $6,461 | $72,492-91.1% | $87,100-92.6% | $72,985-91.1% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,785 | $1,894-5.8% | $2,521-29.2% | $2,440-26.8% |
| Participant deferral / active EE | $2,734 | $3,270-16.4% | $4,049-32.5% | $3,607-24.2% |
| Admin fee / account holder | $39 | $5,055-99.2% | $7,497-99.5% | $5,124-99.2% |