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 4-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 | $3,789 | $54,229-93.0% | $70,092-94.6% | $68,494-94.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.73%-190.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $756 | $2,018-62.6% | $2,559-70.5% | $2,596-70.9% |
| Participant deferral / active EE | $3,316 | $2,956+12.2% | $3,849-13.8% | $4,027-17.7% |
| Admin fee / account holder | $219 | $4,694-95.3% | $6,267-96.5% | $5,403-96.0% |