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 | $5,324 | $185,822-97.1% | $169,993-96.9% | $139,434-96.2% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,536 | $7,590-79.8% | $6,785-77.4% | $4,751-67.7% |
| Participant deferral / active EE | $4,198 | $11,622-63.9% | $10,408-59.7% | $6,710-37.4% |
| Admin fee / account holder | $143 | $15,381-99.1% | $12,815-98.9% | $11,403-98.7% |