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 | $4,920 | $108,642-95.5% | $74,701-93.4% | $152,861-96.8% |
| Participation rate | 84.6% | 65.3%+19.3pp | 54.5%+30.2pp | 82.4%+2.2pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $98 | $1,503-93.5% | $1,084-90.9% | $4,762-97.9% |
| Participant deferral / active EE | $313 | $2,712-88.5% | $1,964-84.1% | $5,850-94.7% |
| Admin fee / account holder | $2 | $4,902-100.0% | $3,333-99.9% | $11,596-100.0% |