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 | $26,235 | $363,850-92.8% | $155,790-83.2% | - |
| Participation rate | 0.0% | 50.7%-50.7pp | 76.1%-76.1pp | - |
| Annual return | 0.13% | -3.26%+3.4pp | 71.54%-71.4pp | - |
| Employer contribution / active EE | $0 | $1,069-100.0% | $3,836-100.0% | - |
| Participant deferral / active EE | $0 | $2,383-100.0% | $4,797-100.0% | - |
| Admin fee / account holder | $0 | $13,180-100.0% | $7,478-100.0% | - |