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 3-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 | $3,491 | $49,922-93.0% | $80,569-95.7% | $75,163-95.4% |
| Participation rate | 74.2% | 55.3%+18.9pp | 67.0%+7.2pp | 67.2%+7.0pp |
| Annual return | 0.00% | 34.69%-34.7pp | 935.43%-935.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $664 | $1,698-60.9% | $2,723-75.6% | $2,670-75.1% |
| Participant deferral / active EE | $1,829 | $2,990-38.8% | $4,447-58.9% | $4,125-55.7% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |