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 | $41,055 | $323,986-87.3% | $185,117-77.8% | - |
| Participation rate | 0.0% | 63.4%-63.4pp | 77.3%-77.3pp | - |
| Annual return | 10.04% | 15.76%-5.7pp | 40.50%-30.5pp | - |
| Employer contribution / active EE | $0 | $1,995-100.0% | $4,182-100.0% | - |
| Participant deferral / active EE | $0 | $3,608-100.0% | $5,045-100.0% | - |
| Admin fee / account holder | $1 | $20,091-100.0% | $8,159-100.0% | - |