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 3-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 | $13,338 | $103,966-87.2% | $112,887-88.2% | $75,163-82.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | 24.54%-24.5pp | 34.10%-34.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,502 | $3,870-9.5% | $4,563-23.3% | $2,670+31.2% |
| Participant deferral / active EE | $7,860 | $5,456+44.1% | $6,513+20.7% | $4,125+90.5% |
| Admin fee / account holder | $5 | $7,663-99.9% | $7,047-99.9% | $5,651-99.9% |