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 | $3,318 | $65,365-94.9% | $92,893-96.4% | $72,985-95.5% |
| Participation rate | 81.4% | 68.3%+13.1pp | 76.0%+5.4pp | 69.5%+11.9pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $936 | $2,594-63.9% | $3,653-74.4% | $2,440-61.6% |
| Participant deferral / active EE | $2,014 | $3,128-35.6% | $4,236-52.5% | $3,607-44.2% |
| Admin fee / account holder | $164 | $4,251-96.1% | $5,794-97.2% | $5,124-96.8% |