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 6-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 | $5,020 | $104,907-95.2% | $84,611-94.1% | $152,861-96.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 0.00% | 373.79%-373.8pp | 258.74%-258.7pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,878 | $3,302-12.8% | $2,652+8.5% | $4,762-39.6% |
| Participant deferral / active EE | $2,088 | $4,688-55.5% | $3,899-46.5% | $5,850-64.3% |
| Admin fee / account holder | $8 | $6,241-99.9% | $4,912-99.8% | $11,596-99.9% |