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 10-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 | $7,320 | $525,611-98.6% | $108,671-93.3% | $525,611-98.6% |
| Participation rate | 0.0% | 87.0%-87.0pp | 83.6%-83.6pp | 87.0%-87.0pp |
| Annual return | 5.48% | 8.71%-3.2pp | 4.39%+1.1pp | 8.71%-3.2pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $4,751-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $0 | $5,987-100.0% | $4,166-100.0% | $5,987-100.0% |
| Admin fee / account holder | $0 | $41,812-100.0% | $336-100.0% | $41,812-100.0% |