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 | $6,213 | $58,927-89.5% | $76,817-91.9% | $72,985-91.5% |
| Participation rate | 80.0% | 67.3%+12.7pp | 72.1%+7.9pp | 69.5%+10.5pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,191 | $1,787-33.3% | $2,302-48.3% | $2,440-51.2% |
| Participant deferral / active EE | $3,464 | $2,690+28.7% | $3,336+3.8% | $3,607-4.0% |
| Admin fee / account holder | $62 | $4,013-98.5% | $6,420-99.0% | $5,124-98.8% |