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 4-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 | $6,940 | $82,664-91.6% | $125,339-94.5% | $68,494-89.9% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.05%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,038 | $3,381-69.3% | $4,814-78.4% | $2,596-60.0% |
| Participant deferral / active EE | $4,019 | $6,110-34.2% | $7,446-46.0% | $4,027-0.2% |
| Admin fee / account holder | $143 | $6,275-97.7% | $10,010-98.6% | $5,403-97.4% |