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 | $12,425 | $82,630-85.0% | $64,105-80.6% | $125,391-90.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.75% | 1489.72%-1491.5pp | 791.24%-793.0pp | 282.22%-284.0pp |
| Employer contribution / active EE | $532 | $2,671-80.1% | $1,820-70.8% | $4,866-89.1% |
| Participant deferral / active EE | $4,308 | $3,608+19.4% | $2,822+52.7% | $5,352-19.5% |
| Admin fee / account holder | $191 | $6,382-97.0% | $4,499-95.7% | $9,540-98.0% |