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 | $7,980 | $100,852-92.1% | $90,404-91.2% | $158,922-95.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 0.00% | 1724.20%-1724.2pp | 1293.02%-1293.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $519 | $3,689-85.9% | $3,262-84.1% | $4,761-89.1% |
| Participant deferral / active EE | $5,037 | $4,348+15.8% | $3,963+27.1% | $5,982-15.8% |
| Admin fee / account holder | $82 | $6,501-98.7% | $5,611-98.5% | $11,246-99.3% |