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 | $148,829 | $642,683-76.8% | $386,318-61.5% | $357,791-58.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 67.7%+32.3pp | 85.6%+14.4pp |
| Annual return | 6.82% | -6.86%+13.7pp | -2.64%+9.5pp | 396.79%-390.0pp |
| Employer contribution / active EE | $0 | $5,282-100.0% | $4,025-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,904-100.0% | $3,524-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $23,448-100.0% | $16,179-100.0% | $28,387-100.0% |