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 | $4,317 | $189,613-97.7% | $167,512-97.4% | $142,382-97.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.80% | 2024.68%-1997.9pp | 1615.79%-1589.0pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,355 | $4,349-45.9% | $3,882-39.3% | $4,299-45.2% |
| Participant deferral / active EE | $1,413 | $6,981-79.8% | $6,405-77.9% | $6,507-78.3% |
| Admin fee / account holder | $64 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |