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 | $10,874 | $189,613-94.3% | $167,512-93.5% | $142,382-92.4% |
| Participation rate | 77.8% | 80.1%-2.4pp | 77.1%+0.7pp | 80.1%-2.3pp |
| Annual return | 39.24% | 2024.68%-1985.4pp | 1615.79%-1576.6pp | 217.08%-177.8pp |
| Employer contribution / active EE | $850 | $4,349-80.5% | $3,882-78.1% | $4,299-80.2% |
| Participant deferral / active EE | $3,430 | $6,981-50.9% | $6,405-46.5% | $6,507-47.3% |
| Admin fee / account holder | $8 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |