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 10-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 | $3,196 | $77,634-95.9% | $156,549-98.0% | $62,891-94.9% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $815 | $3,444-76.3% | $5,501-85.2% | $2,281-64.3% |
| Participant deferral / active EE | $1,536 | $3,045-49.6% | $4,871-68.5% | $3,203-52.0% |
| Admin fee / account holder | $32 | $5,561-99.4% | $13,027-99.8% | $4,296-99.3% |