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 | $3,669 | $121,625-97.0% | $104,607-96.5% | $158,922-97.7% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 0.00% | 465.26%-465.3pp | 340.46%-340.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $735 | $3,163-76.8% | $2,681-72.6% | $4,761-84.6% |
| Participant deferral / active EE | $1,881 | $4,177-55.0% | $3,740-49.7% | $5,982-68.6% |
| Admin fee / account holder | $66 | $7,787-99.1% | $6,473-99.0% | $11,246-99.4% |