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 | $11,989 | $215,321-94.4% | $143,757-91.7% | - |
| Participation rate | 0.0% | 60.1%-60.1pp | 80.3%-80.3pp | - |
| Annual return | -13.53% | -15.45%+1.9pp | -0.04%-13.5pp | - |
| Employer contribution / active EE | $0 | $1,875-100.0% | $4,951-100.0% | - |
| Participant deferral / active EE | $0 | $2,485-100.0% | $5,637-100.0% | - |
| Admin fee / account holder | $69 | $36,394-99.8% | $14,673-99.5% | - |