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 | $53,937 | $525,611-89.7% | $108,671-50.4% | $525,611-89.7% |
| Participation rate | 100.0% | 87.0%+13.0pp | 83.6%+16.4pp | 87.0%+13.0pp |
| Annual return | 14.78% | 8.71%+6.1pp | 4.39%+10.4pp | 8.71%+6.1pp |
| Employer contribution / active EE | $0 | $21,932-100.0% | $4,751-100.0% | $21,932-100.0% |
| Participant deferral / active EE | $5,805 | $5,987-3.0% | $4,166+39.4% | $5,987-3.0% |
| Admin fee / account holder | $3 | $41,812-100.0% | $336-99.2% | $41,812-100.0% |