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 3-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 | $2,254 | $57,380-96.1% | $71,209-96.8% | - |
| Participation rate | 0.0% | 61.9%-61.9pp | 73.8%-73.8pp | - |
| Annual return | 15.25% | 13.03%+2.2pp | 282.51%-267.3pp | - |
| Employer contribution / active EE | $0 | $2,842-100.0% | $2,721-100.0% | - |
| Participant deferral / active EE | $0 | $3,790-100.0% | $4,175-100.0% | - |
| Admin fee / account holder | $20 | $2,851-99.3% | $5,349-99.6% | - |