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 | $116,612 | $531,693-78.1% | $116,6120% | $531,693-78.1% |
| Participation rate | 0.0% | 85.7%-85.7pp | - | 85.7%-85.7pp |
| Annual return | 4.00% | -13.27%+17.3pp | 4.00%0pp | -13.27%+17.3pp |
| Employer contribution / active EE | $0 | $26,843-100.0% | - | $26,843-100.0% |
| Participant deferral / active EE | $0 | $7,797-100.0% | - | $7,797-100.0% |
| Admin fee / account holder | $0 | $75,116-100.0% | $0 | $75,116-100.0% |