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 9-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 | $2,237 | $63,346-96.5% | $92,233-97.6% | $70,131-96.8% |
| Participation rate | 95.9% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.4pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $833 | $2,471-66.3% | $3,679-77.4% | $2,342-64.5% |
| Participant deferral / active EE | $1,422 | $2,854-50.2% | $3,897-63.5% | $3,332-57.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |