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 | $219,573 | $430,769-49.0% | $200,612+9.5% | $430,769-49.0% |
| Participation rate | 100.0% | 90.6%+9.4pp | 100.0%0pp | 90.6%+9.4pp |
| Annual return | 7.00% | 10.77%-3.8pp | -20.72%+27.7pp | 10.77%-3.8pp |
| Employer contribution / active EE | $0 | $26,022-100.0% | $6,154-100.0% | $26,022-100.0% |
| Participant deferral / active EE | $0 | $6,968-100.0% | $0 | $6,968-100.0% |
| Admin fee / account holder | $0 | $18,309-100.0% | $1,019-100.0% | $18,309-100.0% |