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 | $11,572 | $54,726-78.9% | $68,793-83.2% | $64,186-82.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 5.43% | -1.62%+7.0pp | -4.63%+10.1pp | 7.63%-2.2pp |
| Employer contribution / active EE | $3,980 | $1,846+115.6% | $2,625+51.6% | $2,381+67.2% |
| Participant deferral / active EE | $3,207 | $2,626+22.1% | $3,311-3.1% | $3,470-7.6% |
| Admin fee / account holder | $161 | $4,027-96.0% | $5,131-96.9% | $4,888-96.7% |