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 | $15,403 | $167,307-90.8% | $143,757-89.3% | $134,475-88.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.63% | 0.46%-15.1pp | -0.04%-14.6pp | 417.96%-432.6pp |
| Employer contribution / active EE | $3,803 | $5,619-32.3% | $4,951-23.2% | $4,740-19.8% |
| Participant deferral / active EE | $5,550 | $6,446-13.9% | $5,637-1.5% | $6,400-13.3% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |