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 | $890 | $32,037-97.2% | $69,182-98.7% | $62,891-98.6% |
| Participation rate | 85.0% | 43.4%+41.6pp | 55.1%+29.9pp | 69.3%+15.7pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $601 | $1,185-49.3% | $1,897-68.3% | $3,203-81.2% |
| Admin fee / account holder | $20 | $2,608-99.2% | $2,697-99.3% | $4,296-99.5% |