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 | $68,194 | $206,458-67.0% | $115,244-40.8% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | - |
| Annual return | 0.70% | 4.11%-3.4pp | -1.61%+2.3pp | - |
| Employer contribution / active EE | $0 | $17,961-100.0% | $30,840-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | - |
| Admin fee / account holder | $0 | $14,541-100.0% | $3,433-100.0% | - |