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 | $24,136 | $73,884-67.3% | $95,952-74.8% | - |
| Participation rate | 0.0% | 80.0%-80.0pp | 77.1%-77.1pp | - |
| Annual return | 13.73% | 11.13%+2.6pp | 91.61%-77.9pp | - |
| Employer contribution / active EE | $0 | $1,782-100.0% | $2,541-100.0% | - |
| Participant deferral / active EE | $0 | $3,914-100.0% | $4,167-100.0% | - |
| Admin fee / account holder | $15 | $4,316-99.7% | $6,795-99.8% | - |