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 | $4,058 | $748,053-99.5% | $442,409-99.1% | - |
| Participation rate | 0.0% | 36.7%-36.7pp | 88.0%-88.0pp | - |
| Annual return | -3.95% | -17.34%+13.4pp | 90.53%-94.5pp | - |
| Employer contribution / active EE | $0 | $362-100.0% | $7,697-100.0% | - |
| Participant deferral / active EE | $0 | $1,422-100.0% | $7,555-100.0% | - |
| Admin fee / account holder | $167 | $22,312-99.3% | $51,603-99.7% | - |