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 5-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 | $13,472 | $176,056-92.3% | $159,436-91.6% | $167,490-92.0% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 0.00% | 331.75%-331.7pp | 263.57%-263.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,679 | $5,297-30.6% | $4,829-23.8% | $4,837-24.0% |
| Participant deferral / active EE | $9,235 | $7,750+19.2% | $7,352+25.6% | $6,341+45.6% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |