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 | $6,824 | $189,613-96.4% | $167,512-95.9% | $142,382-95.2% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 31.68% | 2024.68%-1993.0pp | 1615.79%-1584.1pp | 217.08%-185.4pp |
| Employer contribution / active EE | $1,189 | $4,349-72.7% | $3,882-69.4% | $4,299-72.4% |
| Participant deferral / active EE | $1,885 | $6,981-73.0% | $6,405-70.6% | $6,507-71.0% |
| Admin fee / account holder | $55 | $10,528-99.5% | $9,769-99.4% | $12,624-99.6% |