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 | $4,025 | $73,867-94.6% | $143,757-97.2% | $68,494-94.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,412 | $3,184-55.7% | $4,951-71.5% | $2,596-45.6% |
| Participant deferral / active EE | $2,712 | $3,384-19.9% | $5,637-51.9% | $4,027-32.7% |
| Admin fee / account holder | $218 | $5,755-96.2% | $14,673-98.5% | $5,403-96.0% |