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 | $2,404 | $51,244-95.3% | $80,975-97.0% | $55,167-95.6% |
| Participation rate | 91.0% | 71.7%+19.3pp | 75.8%+15.2pp | 69.0%+22.0pp |
| Annual return | 0.00% | 17.39%-17.4pp | 17.10%-17.1pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,177 | $4,418-50.7% | $5,696-61.8% | $3,054-28.7% |
| Admin fee / account holder | $5 | $398-98.9% | $5,516-99.9% | $504-99.1% |