Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $4,058 | $978,005-99.6% | $477,111-99.1% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 88.9%-88.9pp | - |
| Annual return | -3.95% | -19.56%+15.6pp | 101.90%-105.8pp | - |
| Employer contribution / active EE | $0 | $438-100.0% | $8,708-100.0% | - |
| Participant deferral / active EE | $0 | $3,002-100.0% | $7,539-100.0% | - |
| Admin fee / account holder | $167 | $29,052-99.4% | $42,132-99.6% | - |