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 8-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 | $1,930 | $91,911-97.9% | $68,793-97.2% | $135,375-98.6% |
| Participation rate | 81.0% | 76.7%+4.2pp | 72.2%+8.7pp | 82.6%-1.7pp |
| Annual return | 0.00% | -8.22%+8.2pp | -4.63%+4.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $670 | $3,924-82.9% | $2,625-74.5% | $4,779-86.0% |
| Participant deferral / active EE | $1,190 | $4,315-72.4% | $3,311-64.0% | $5,609-78.8% |
| Admin fee / account holder | $20 | $9,240-99.8% | $5,131-99.6% | $10,827-99.8% |