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 | $2,188 | $47,922-95.4% | $75,886-97.1% | $65,185-96.6% |
| Participation rate | 95.4% | 63.0%+32.4pp | 69.3%+26.1pp | 70.2%+25.2pp |
| Annual return | 0.00% | 24.12%-24.1pp | 30.76%-30.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $659 | $1,557-57.6% | $2,500-73.6% | $2,177-69.7% |
| Participant deferral / active EE | $1,330 | $2,550-47.9% | $3,603-63.1% | $3,514-62.2% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |