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 | $412 | $108,642-99.6% | $74,701-99.4% | $152,861-99.7% |
| Participation rate | 83.3% | 65.3%+18.0pp | 54.5%+28.9pp | 82.4%+0.9pp |
| Annual return | 0.00% | 114.06%-114.1pp | 752.92%-752.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $185 | $1,503-87.7% | $1,084-83.0% | $4,762-96.1% |
| Participant deferral / active EE | $223 | $2,712-91.8% | $1,964-88.6% | $5,850-96.2% |
| Admin fee / account holder | $11 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |