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 7-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 | $6,686 | $92,703-92.8% | $82,719-91.9% | $134,475-95.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -14.94% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,096 | $3,274-66.5% | $3,009-63.6% | $4,740-76.9% |
| Participant deferral / active EE | $3,230 | $4,802-32.7% | $4,395-26.5% | $6,400-49.5% |
| Admin fee / account holder | $69 | $5,983-98.8% | $5,329-98.7% | $11,426-99.4% |