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 8-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 | $20,852 | $149,679-86.1% | $117,039-82.2% | $147,584-85.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,921 | $4,937-40.8% | $3,785-22.8% | $4,876-40.1% |
| Participant deferral / active EE | $17,077 | $4,912+247.7% | $3,929+334.6% | $5,439+214.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |