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 7-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 | $6,265 | $92,703-93.2% | $82,719-92.4% | $134,475-95.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.45% | 944.92%-961.4pp | 701.18%-717.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $570 | $3,274-82.6% | $3,009-81.1% | $4,740-88.0% |
| Participant deferral / active EE | $1,364 | $4,802-71.6% | $4,395-69.0% | $6,400-78.7% |
| Admin fee / account holder | $3 | $5,983-100.0% | $5,329-99.9% | $11,426-100.0% |