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 5-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 | $9,188 | $189,613-95.2% | $167,512-94.5% | $142,382-93.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.05% | 2024.68%-2008.6pp | 1615.79%-1599.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $601 | $4,349-86.2% | $3,882-84.5% | $4,299-86.0% |
| Participant deferral / active EE | $2,352 | $6,981-66.3% | $6,405-63.3% | $6,507-63.9% |
| Admin fee / account holder | $102 | $10,528-99.0% | $9,769-99.0% | $12,624-99.2% |