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 | $4,017 | $125,391-96.8% | $279,946-98.6% | $125,391-96.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | 0.00% | 282.22%-282.2pp | 5.50%-5.5pp | 282.22%-282.2pp |
| Employer contribution / active EE | $839 | $4,866-82.8% | $4,807-82.5% | $4,866-82.8% |
| Participant deferral / active EE | $2,056 | $5,352-61.6% | $6,085-66.2% | $5,352-61.6% |
| Admin fee / account holder | $0 | $9,540-100.0% | $13,889-100.0% | $9,540-100.0% |