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 | $12,067 | $74,616-83.8% | $90,404-86.7% | - |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.7%-72.7pp | - |
| Annual return | 4.66% | 7.61%-3.0pp | 1293.02%-1288.4pp | - |
| Employer contribution / active EE | $0 | $1,474-100.0% | $3,262-100.0% | - |
| Participant deferral / active EE | $0 | $2,994-100.0% | $3,963-100.0% | - |
| Admin fee / account holder | $57 | $4,675-98.8% | $5,611-99.0% | - |