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 | $6,633 | $189,613-96.5% | $167,512-96.0% | $142,382-95.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 18.27% | 2024.68%-2006.4pp | 1615.79%-1597.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,247 | $4,349-71.3% | $3,882-67.9% | $4,299-71.0% |
| Participant deferral / active EE | $1,247 | $6,981-82.1% | $6,405-80.5% | $6,507-80.8% |
| Admin fee / account holder | $36 | $10,528-99.7% | $9,769-99.6% | $12,624-99.7% |