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 | $10,706 | $189,613-94.4% | $167,512-93.6% | $142,382-92.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 19.27% | 2024.68%-2005.4pp | 1615.79%-1596.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,089 | $4,349-75.0% | $3,882-72.0% | $4,299-74.7% |
| Participant deferral / active EE | $1,226 | $6,981-82.4% | $6,405-80.9% | $6,507-81.2% |
| Admin fee / account holder | $17 | $10,528-99.8% | $9,769-99.8% | $12,624-99.9% |