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 | $10,880 | $189,613-94.3% | $167,512-93.5% | $142,382-92.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 23.01% | 2024.68%-2001.7pp | 1615.79%-1592.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,177 | $4,349-72.9% | $3,882-69.7% | $4,299-72.6% |
| Participant deferral / active EE | $1,968 | $6,981-71.8% | $6,405-69.3% | $6,507-69.8% |
| Admin fee / account holder | $63 | $10,528-99.4% | $9,769-99.4% | $12,624-99.5% |