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 | $11,655 | $55,230-78.9% | $79,550-85.3% | - |
| Participation rate | 0.0% | 62.4%-62.4pp | 69.5%-69.5pp | - |
| Annual return | -15.48% | -17.05%+1.6pp | 0.16%-15.6pp | - |
| Employer contribution / active EE | $0 | $1,304-100.0% | $2,413-100.0% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,985-100.0% | - |
| Admin fee / account holder | $0 | $7,320-100.0% | $6,832-100.0% | - |