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 6-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 | $10,838 | $189,613-94.3% | $167,512-93.5% | $142,382-92.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.53% | 2024.68%-2003.2pp | 1615.79%-1594.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,005 | $4,349-30.9% | $3,882-22.6% | $4,299-30.1% |
| Participant deferral / active EE | $7,056 | $6,981+1.1% | $6,405+10.2% | $6,507+8.4% |
| Admin fee / account holder | $109 | $10,528-99.0% | $9,769-98.9% | $12,624-99.1% |