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 6-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 | $4,956 | $73,515-93.3% | $62,995-92.1% | $147,584-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 0.00% | 175.43%-175.4pp | 87.57%-87.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,950 | $3,320-11.2% | $2,759+6.9% | $4,876-39.5% |
| Participant deferral / active EE | $6,634 | $4,185+58.5% | $3,329+99.2% | $5,439+22.0% |
| Admin fee / account holder | $45 | $5,953-99.2% | $3,600-98.7% | $10,885-99.6% |