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 | $7,020 | $109,817-93.6% | $98,442-92.9% | $167,490-95.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 0.00% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $748 | $3,224-76.8% | $2,960-74.7% | $4,837-84.5% |
| Participant deferral / active EE | $4,784 | $4,673+2.4% | $4,276+11.9% | $6,341-24.6% |
| Admin fee / account holder | $64 | $6,753-99.1% | $5,949-98.9% | $12,309-99.5% |