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 | $7,014 | $127,100-94.5% | $105,738-93.4% | $135,375-94.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.49%-4.5pp | 6.27%-6.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,346 | $4,107-42.9% | $3,268-28.2% | $4,779-50.9% |
| Participant deferral / active EE | $6,635 | $5,064+31.0% | $4,080+62.6% | $5,609+18.3% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |