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 | $5,766 | $215,321-97.3% | $143,757-96.0% | - |
| Participation rate | 0.0% | 60.1%-60.1pp | 80.3%-80.3pp | - |
| Annual return | -17.95% | -15.45%-2.5pp | -0.04%-17.9pp | - |
| Employer contribution / active EE | $0 | $1,875-100.0% | $4,951-100.0% | - |
| Participant deferral / active EE | $0 | $2,485-100.0% | $5,637-100.0% | - |
| Admin fee / account holder | $0 | $36,394-100.0% | $14,673-100.0% | - |