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 5-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 | $2,927 | $127,777-97.7% | $106,548-97.3% | $167,490-98.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 33.87%-33.9pp | 26.80%-26.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $984 | $3,427-71.3% | $2,819-65.1% | $4,837-79.7% |
| Participant deferral / active EE | $1,902 | $5,087-62.6% | $4,398-56.8% | $6,341-70.0% |
| Admin fee / account holder | $21 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |