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 | $8,942 | $95,862-90.7% | $79,550-88.8% | $134,475-93.4% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | 0.00% | -2.69%+2.7pp | 0.16%-0.2pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,080 | $3,128-33.5% | $2,413-13.8% | $4,740-56.1% |
| Participant deferral / active EE | $4,895 | $4,693+4.3% | $3,985+22.8% | $6,400-23.5% |
| Admin fee / account holder | $15 | $9,126-99.8% | $6,832-99.8% | $11,426-99.9% |