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 | $4,484 | $80,530-94.4% | $90,281-95.0% | - |
| Participation rate | 0.0% | 58.0%-58.0pp | 73.3%-73.3pp | - |
| Annual return | 7.26% | 36.03%-28.8pp | 78.10%-70.8pp | - |
| Employer contribution / active EE | $0 | $1,117-100.0% | $2,854-100.0% | - |
| Participant deferral / active EE | $0 | $2,324-100.0% | $3,885-100.0% | - |
| Admin fee / account holder | $0 | $3,788-100.0% | $5,351-100.0% | - |