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 | $1,305 | $30,732-95.8% | $59,496-97.8% | $59,632-97.8% |
| Participation rate | 76.3% | 43.2%+33.1pp | 54.6%+21.8pp | 68.7%+7.6pp |
| Annual return | 0.00% | 4.47%-4.5pp | 182.05%-182.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $169 | $631-73.2% | $1,153-85.3% | $2,203-92.3% |
| Participant deferral / active EE | $717 | $1,183-39.4% | $1,829-60.8% | $3,192-77.5% |
| Admin fee / account holder | $22 | $2,136-99.0% | $2,232-99.0% | $4,297-99.5% |