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 | $9,900 | $175,202-94.3% | $149,673-93.4% | $139,434-92.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 0.00% | 166.71%-166.7pp | 134.42%-134.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,556 | $5,474-71.6% | $4,818-67.7% | $4,751-67.2% |
| Participant deferral / active EE | $5,016 | $6,519-23.1% | $5,680-11.7% | $6,710-25.3% |
| Admin fee / account holder | $14 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |