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 4-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 | $9,147 | $189,613-95.2% | $167,512-94.5% | $142,382-93.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 24.49% | 2024.68%-2000.2pp | 1615.79%-1591.3pp | 217.08%-192.6pp |
| Employer contribution / active EE | $917 | $4,349-78.9% | $3,882-76.4% | $4,299-78.7% |
| Participant deferral / active EE | $1,521 | $6,981-78.2% | $6,405-76.2% | $6,507-76.6% |
| Admin fee / account holder | $50 | $10,528-99.5% | $9,769-99.5% | $12,624-99.6% |