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 | $12,610 | $150,440-91.6% | $136,294-90.7% | $147,584-91.5% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 0.00% | 1049.08%-1049.1pp | 5155.94%-5155.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,041 | $5,256-61.2% | $4,695-56.5% | $4,876-58.2% |
| Participant deferral / active EE | $5,210 | $6,630-21.4% | $6,247-16.6% | $5,439-4.2% |
| Admin fee / account holder | $117 | $10,905-98.9% | $9,243-98.7% | $10,885-98.9% |