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 | $18,985 | $211,958-91.0% | $169,463-88.8% | $135,375-86.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $17,037 | $5,120+232.8% | $4,159+309.6% | $4,779+256.5% |
| Participant deferral / active EE | $3,568 | $6,075-41.3% | $5,277-32.4% | $5,609-36.4% |
| Admin fee / account holder | $101 | $11,471-99.1% | $9,109-98.9% | $10,827-99.1% |