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 | $99,680 | $270,507-63.2% | $99,6800% | $270,507-63.2% |
| Participation rate | 0.0% | 93.5%-93.5pp | - | 93.5%-93.5pp |
| Annual return | 4.00% | -4.71%+8.7pp | 4.00%0pp | -4.71%+8.7pp |
| Employer contribution / active EE | $0 | $25,782-100.0% | - | $25,782-100.0% |
| Participant deferral / active EE | $0 | $5,950-100.0% | - | $5,950-100.0% |
| Admin fee / account holder | $0 | $10,647-100.0% | $0 | $10,647-100.0% |