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 | $3,660 | $58,851-93.8% | $115,157-96.8% | $72,985-95.0% |
| Participation rate | 91.4% | 65.5%+25.9pp | 75.9%+15.5pp | 69.5%+21.9pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,102 | $1,798-38.7% | $3,179-65.3% | $2,440-54.8% |
| Participant deferral / active EE | $2,228 | $2,643-15.7% | $4,168-46.5% | $3,607-38.2% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |