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 4-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 | $1,689 | $54,350-96.9% | $82,719-98.0% | $68,494-97.5% |
| Participation rate | 75.0% | 63.9%+11.1pp | 72.6%+2.4pp | 67.9%+7.1pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $474 | $2,218-78.6% | $3,009-84.3% | $2,596-81.8% |
| Participant deferral / active EE | $1,040 | $3,246-68.0% | $4,395-76.3% | $4,027-74.2% |
| Admin fee / account holder | $23 | $4,395-99.5% | $5,329-99.6% | $5,403-99.6% |