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 | $5,389 | $142,405-96.2% | $115,157-95.3% | $152,861-96.5% |
| Participation rate | 76.5% | 82.4%-5.9pp | 75.9%+0.6pp | 82.4%-6.0pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,564 | $4,010-61.0% | $3,179-50.8% | $4,762-67.2% |
| Participant deferral / active EE | $2,490 | $5,164-51.8% | $4,168-40.3% | $5,850-57.4% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |