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 6-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 | $4,378 | $133,958-96.7% | $112,228-96.1% | $134,475-96.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -5.32% | 47.11%-52.4pp | 27.45%-32.8pp | 417.96%-423.3pp |
| Employer contribution / active EE | $970 | $4,038-76.0% | $3,635-73.3% | $4,740-79.5% |
| Participant deferral / active EE | $1,552 | $5,291-70.7% | $4,728-67.2% | $6,400-75.7% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |