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 | $7,477 | $217,402-96.6% | $185,823-96.0% | $167,490-95.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $2,619 | $5,873-55.4% | $5,167-49.3% | $4,837-45.9% |
| Participant deferral / active EE | $4,564 | $6,356-28.2% | $5,568-18.0% | $6,341-28.0% |
| Admin fee / account holder | $22 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |