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 9-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 | $7,772 | $215,361-96.4% | $171,082-95.5% | $273,961-97.2% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,012 | $4,967-39.4% | $4,002-24.7% | $4,869-38.1% |
| Participant deferral / active EE | $4,874 | $5,543-12.1% | $4,797+1.6% | $5,287-7.8% |
| Admin fee / account holder | $109 | $10,846-99.0% | $8,520-98.7% | $10,132-98.9% |