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 | $14,584 | $51,821-71.9% | $93,606-84.4% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 68.7%-68.7pp | - |
| Annual return | 9.72% | 11.30%-1.6pp | 133.20%-123.5pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,420-100.0% | - |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,411-100.0% | - |
| Admin fee / account holder | $0 | $4,565-100.0% | $8,285-100.0% | - |