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 | $234,700 | $484,799-51.6% | $215,166+9.1% | $484,799-51.6% |
| Participation rate | 100.0% | 91.1%+8.9pp | 100.0%0pp | 91.1%+8.9pp |
| Annual return | 6.89% | 5.95%+0.9pp | 0.40%+6.5pp | 5.95%+0.9pp |
| Employer contribution / active EE | $0 | $27,493-100.0% | $6,184-100.0% | $27,493-100.0% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $0 | $6,572-100.0% |
| Admin fee / account holder | $0 | $18,209-100.0% | $897-100.0% | $18,209-100.0% |