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 | $6,170 | $105,859-94.2% | $90,160-93.2% | $147,584-95.8% |
| Participation rate | 93.3% | 79.7%+13.6pp | 76.9%+16.5pp | 82.8%+10.5pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,883 | $4,126-54.4% | $3,318-43.2% | $4,876-61.4% |
| Participant deferral / active EE | $3,672 | $5,733-36.0% | $5,288-30.6% | $5,439-32.5% |
| Admin fee / account holder | $41 | $8,046-99.5% | $5,943-99.3% | $10,885-99.6% |