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 | $8,657 | $189,613-95.4% | $167,512-94.8% | $142,382-93.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 28.08% | 2024.68%-1996.6pp | 1615.79%-1587.7pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,674 | $4,349-61.5% | $3,882-56.9% | $4,299-61.1% |
| Participant deferral / active EE | $2,198 | $6,981-68.5% | $6,405-65.7% | $6,507-66.2% |
| Admin fee / account holder | $15 | $10,528-99.9% | $9,769-99.8% | $12,624-99.9% |