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 | $7,722 | $190,805-96.0% | $159,960-95.2% | $134,475-94.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $995 | $4,995-80.1% | $4,226-76.4% | $4,740-79.0% |
| Participant deferral / active EE | $8,777 | $6,923+26.8% | $6,182+42.0% | $6,400+37.1% |
| Admin fee / account holder | $163 | $10,471-98.4% | $8,698-98.1% | $11,426-98.6% |