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 | $95,846 | $309,303-69.0% | $95,8460% | $309,303-69.0% |
| Participation rate | 0.0% | 96.2%-96.2pp | - | 96.2%-96.2pp |
| Annual return | 4.00% | 6.50%-2.5pp | 4.00%0pp | 6.50%-2.5pp |
| Employer contribution / active EE | $0 | $25,613-100.0% | - | $25,613-100.0% |
| Participant deferral / active EE | $0 | $6,481-100.0% | - | $6,481-100.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | $0 | $31,748-100.0% |