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 | $13,578 | $295,684-95.4% | $154,803-91.2% | - |
| Participation rate | 0.0% | 53.1%-53.1pp | 78.1%-78.1pp | - |
| Annual return | 13.07% | 11.49%+1.6pp | 58.88%-45.8pp | - |
| Employer contribution / active EE | $0 | $1,145-100.0% | $4,305-100.0% | - |
| Participant deferral / active EE | $0 | $2,052-100.0% | $5,540-100.0% | - |
| Admin fee / account holder | $27 | $60,072-100.0% | $14,329-99.8% | - |