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 4-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 | $22,276 | $299,959-92.6% | $185,823-88.0% | - |
| Participation rate | 0.0% | 61.2%-61.2pp | 81.7%-81.7pp | - |
| Annual return | 0.00% | 9.80%-9.8pp | 122.05%-122.1pp | - |
| Employer contribution / active EE | $0 | $1,731-100.0% | $5,167-100.0% | - |
| Participant deferral / active EE | $0 | $2,385-100.0% | $5,568-100.0% | - |
| Admin fee / account holder | $0 | $47,864-100.0% | $16,237-100.0% | - |