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 6-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 | $7,404 | $65,365-88.7% | $92,893-92.0% | $72,985-89.9% |
| Participation rate | 89.6% | 68.3%+21.3pp | 76.0%+13.6pp | 69.5%+20.1pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,997 | $2,594-23.0% | $3,653-45.3% | $2,440-18.2% |
| Participant deferral / active EE | $3,005 | $3,128-3.9% | $4,236-29.1% | $3,607-16.7% |
| Admin fee / account holder | $245 | $4,251-94.2% | $5,794-95.8% | $5,124-95.2% |