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 | $11,440 | $95,193-88.0% | $76,523-85.1% | $135,375-91.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $6,234 | $3,302+88.8% | $2,647+135.5% | $4,779+30.5% |
| Participant deferral / active EE | $7,497 | $4,639+61.6% | $3,835+95.5% | $5,609+33.7% |
| Admin fee / account holder | $84 | $6,249-98.7% | $4,848-98.3% | $10,827-99.2% |