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 | $8,487 | $189,613-95.5% | $167,512-94.9% | $142,382-94.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 23.55% | 2024.68%-2001.1pp | 1615.79%-1592.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $979 | $4,349-77.5% | $3,882-74.8% | $4,299-77.2% |
| Participant deferral / active EE | $1,223 | $6,981-82.5% | $6,405-80.9% | $6,507-81.2% |
| Admin fee / account holder | $13 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |