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 | $4,660 | $94,752-95.1% | $112,887-95.9% | $139,434-96.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 40.88%-40.9pp | 34.10%-34.1pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,626 | $4,625-64.8% | $4,563-64.4% | $4,751-65.8% |
| Participant deferral / active EE | $3,024 | $6,512-53.6% | $6,513-53.6% | $6,710-54.9% |
| Admin fee / account holder | $281 | $8,527-96.7% | $7,047-96.0% | $11,403-97.5% |