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 | $7,236 | $105,998-93.2% | $92,233-92.2% | $147,584-95.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 0.00% | 50.05%-50.0pp | 176.28%-176.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,970 | $4,333-31.4% | $3,679-19.3% | $4,876-39.1% |
| Participant deferral / active EE | $3,987 | $4,478-11.0% | $3,897+2.3% | $5,439-26.7% |
| Admin fee / account holder | $15 | $6,332-99.8% | $5,194-99.7% | $10,885-99.9% |