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 | $3,141 | $64,707-95.1% | $112,228-97.2% | $68,494-95.4% |
| Participation rate | 84.4% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.5pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $875 | $2,746-68.1% | $3,635-75.9% | $2,596-66.3% |
| Participant deferral / active EE | $1,878 | $3,565-47.3% | $4,728-60.3% | $4,027-53.4% |
| Admin fee / account holder | $23 | $5,232-99.6% | $6,410-99.6% | $5,403-99.6% |