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 | $4,202 | $58,908-92.9% | $82,719-94.9% | - |
| Participation rate | 0.0% | 68.0%-68.0pp | 72.6%-72.6pp | - |
| Annual return | -18.66% | -8.97%-9.7pp | 701.18%-719.8pp | - |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,009-100.0% | - |
| Participant deferral / active EE | $0 | $2,996-100.0% | $4,395-100.0% | - |
| Admin fee / account holder | $8 | $4,022-99.8% | $5,329-99.8% | - |