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 | $8,764 | $458,960-98.1% | $169,993-94.8% | - |
| Participation rate | 0.0% | 84.2%-84.2pp | 87.0%-87.0pp | - |
| Annual return | 13.91% | 12.01%+1.9pp | 53.37%-39.5pp | - |
| Employer contribution / active EE | $0 | $4,293-100.0% | $6,785-100.0% | - |
| Participant deferral / active EE | $0 | $7,668-100.0% | $10,408-100.0% | - |
| Admin fee / account holder | $15 | $63,551-100.0% | $12,815-99.9% | - |