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 | $4,477 | $50,958-91.2% | $74,550-94.0% | $64,186-93.0% |
| Participation rate | 92.3% | 61.1%+31.2pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | -6.89% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $42 | $4,223-99.0% | $5,060-99.2% | $4,888-99.1% |