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 | $11,383 | $100,754-88.7% | $86,677-86.9% | $134,475-91.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $2,455 | $3,489-29.6% | $2,836-13.4% | $4,740-48.2% |
| Participant deferral / active EE | $8,997 | $5,338+68.5% | $4,656+93.2% | $6,400+40.6% |
| Admin fee / account holder | $89 | $10,926-99.2% | $7,493-98.8% | $11,426-99.2% |