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 | $8,854 | $189,613-95.3% | $167,512-94.7% | $142,382-93.8% |
| Participation rate | 81.8% | 80.1%+1.7pp | 77.1%+4.8pp | 80.1%+1.7pp |
| Annual return | 22.06% | 2024.68%-2002.6pp | 1615.79%-1593.7pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,378 | $4,349-68.3% | $3,882-64.5% | $4,299-67.9% |
| Participant deferral / active EE | $2,141 | $6,981-69.3% | $6,405-66.6% | $6,507-67.1% |
| Admin fee / account holder | $65 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |