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 | $9,537 | $19,542-51.2% | $71,086-86.6% | - |
| Participation rate | 0.0% | 40.8%-40.8pp | 54.7%-54.7pp | - |
| Annual return | -9.73% | -4.82%-4.9pp | 650.59%-660.3pp | - |
| Employer contribution / active EE | $0 | $493-100.0% | $1,088-100.0% | - |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,874-100.0% | - |
| Admin fee / account holder | $216 | $1,270-83.0% | $3,082-93.0% | - |