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 | $4,068 | $104,486-96.1% | $76,817-94.7% | $152,861-97.3% |
| Participation rate | 83.3% | 76.6%+6.7pp | 72.1%+11.3pp | 82.4%+0.9pp |
| Annual return | 0.00% | 1013.37%-1013.4pp | 1166.11%-1166.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $850 | $3,116-72.7% | $2,302-63.1% | $4,762-82.2% |
| Participant deferral / active EE | $1,205 | $4,236-71.5% | $3,336-63.9% | $5,850-79.4% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |