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 6-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 | $9,511 | $104,907-90.9% | $84,611-88.8% | $152,861-93.8% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.4%-2.4pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,836 | $3,302-44.4% | $2,652-30.8% | $4,762-61.5% |
| Participant deferral / active EE | $5,223 | $4,688+11.4% | $3,899+34.0% | $5,850-10.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |