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 7-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 | $3,666 | $96,484-96.2% | $75,886-95.2% | $152,861-97.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 0.00% | 33.98%-34.0pp | 30.76%-30.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $710 | $3,309-78.6% | $2,500-71.6% | $4,762-85.1% |
| Participant deferral / active EE | $2,073 | $4,553-54.5% | $3,603-42.5% | $5,850-64.6% |
| Admin fee / account holder | $6 | $8,078-99.9% | $5,418-99.9% | $11,596-99.9% |