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 | $2,897 | $58,927-95.1% | $76,817-96.2% | $72,985-96.0% |
| Participation rate | 79.3% | 67.3%+12.0pp | 72.1%+7.2pp | 69.5%+9.8pp |
| Annual return | 0.00% | 2305.64%-2305.6pp | 1166.11%-1166.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $937 | $1,787-47.5% | $2,302-59.3% | $2,440-61.6% |
| Participant deferral / active EE | $1,557 | $2,690-42.1% | $3,336-53.3% | $3,607-56.8% |
| Admin fee / account holder | $41 | $4,013-99.0% | $6,420-99.4% | $5,124-99.2% |