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 10-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 | $1,996 | $103,949-98.1% | $69,182-97.1% | $273,961-99.3% |
| Participation rate | 77.8% | 67.4%+10.4pp | 55.1%+22.7pp | 83.0%-5.2pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $594 | $1,783-66.7% | $1,206-50.8% | $4,869-87.8% |
| Participant deferral / active EE | $890 | $2,716-67.2% | $1,897-53.1% | $5,287-83.2% |
| Admin fee / account holder | $31 | $3,671-99.1% | $2,697-98.8% | $10,132-99.7% |