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 | $5,174 | $277,327-98.1% | $154,107-96.6% | - |
| Participation rate | 0.0% | 62.7%-62.7pp | 83.0%-83.0pp | - |
| Annual return | -5.56% | -3.82%-1.7pp | 735.12%-740.7pp | - |
| Employer contribution / active EE | $0 | $1,922-100.0% | $5,298-100.0% | - |
| Participant deferral / active EE | $0 | $1,965-100.0% | $5,081-100.0% | - |
| Admin fee / account holder | $0 | $104,675-100.0% | $13,411-100.0% | - |