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 | $5,005 | $67,331-92.6% | $60,874-91.8% | $134,475-96.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -13.45% | 49.93%-63.4pp | 16.90%-30.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $724 | $3,096-76.6% | $2,701-73.2% | $4,740-84.7% |
| Participant deferral / active EE | $2,910 | $4,538-35.9% | $3,817-23.8% | $6,400-54.5% |
| Admin fee / account holder | $24 | $4,582-99.5% | $3,224-99.3% | $11,426-99.8% |