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 5-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 | $10,082 | $69,010-85.4% | $159,960-93.7% | $68,494-85.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | 0.00% | -9.65%+9.6pp | 408.60%-408.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,626 | $2,213-26.5% | $4,226-61.5% | $2,596-37.4% |
| Participant deferral / active EE | $2,776 | $4,212-34.1% | $6,182-55.1% | $4,027-31.1% |
| Admin fee / account holder | $191 | $4,798-96.0% | $8,698-97.8% | $5,403-96.5% |