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 | $5,476 | $112,096-95.1% | $95,952-94.3% | $158,922-96.6% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 0.00% | 171.09%-171.1pp | 91.61%-91.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $2,180 | $3,198-31.8% | $2,541-14.2% | $4,761-54.2% |
| Participant deferral / active EE | $2,740 | $4,784-42.7% | $4,167-34.3% | $5,982-54.2% |
| Admin fee / account holder | $59 | $10,130-99.4% | $6,795-99.1% | $11,246-99.5% |