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 7-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 | $26,219 | $415,031-93.7% | $322,681-91.9% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | - |
| Annual return | 0.97% | 15.23%-14.3pp | 4.07%-3.1pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,235-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | - |
| Admin fee / account holder | $90 | $113,846-99.9% | $7,128-98.7% | - |