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 7-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 | $9,397 | $211,958-95.6% | $169,463-94.5% | $135,375-93.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,313 | $5,120-74.4% | $4,159-68.4% | $4,779-72.5% |
| Participant deferral / active EE | $9,000 | $6,075+48.1% | $5,277+70.6% | $5,609+60.5% |
| Admin fee / account holder | $8 | $11,471-99.9% | $9,109-99.9% | $10,827-99.9% |