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 | $4,143 | $99,652-95.8% | $78,778-94.7% | $147,584-97.2% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $988 | $2,796-64.6% | $1,986-50.2% | $4,876-79.7% |
| Participant deferral / active EE | $2,139 | $3,664-41.6% | $2,958-27.7% | $5,439-60.7% |
| Admin fee / account holder | $15 | $7,155-99.8% | $5,134-99.7% | $10,885-99.9% |