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 | $8,547 | $93,373-90.8% | $152,466-94.4% | $85,850-90.0% |
| Participation rate | 72.0% | 70.1%+1.9pp | 78.2%-6.2pp | 69.3%+2.7pp |
| Annual return | 0.00% | 21.84%-21.8pp | 757.33%-757.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,419 | $2,996-52.6% | $4,327-67.2% | $2,565-44.7% |
| Participant deferral / active EE | $5,263 | $4,550+15.7% | $5,820-9.6% | $3,952+33.2% |
| Admin fee / account holder | $4 | $13,853-100.0% | $15,805-100.0% | $6,260-99.9% |