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 9-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 | $23,184 | $233,564-90.1% | $128,366-81.9% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | - |
| Annual return | 13.52% | 28.83%-15.3pp | 9.39%+4.1pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $33,466-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $657-100.0% | - |
| Admin fee / account holder | $60 | $24,504-99.8% | $2,132-97.2% | - |