Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $3,000 | $149,040-98.0% | $120,225-97.5% | $137,256-97.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.31% | 605.68%-588.4pp | 439.23%-421.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $319 | $4,350-92.7% | $3,475-90.8% | $4,156-92.3% |
| Participant deferral / active EE | $395 | $4,655-91.5% | $3,999-90.1% | $6,407-93.8% |
| Admin fee / account holder | $36 | $6,348-99.4% | $5,696-99.4% | $12,270-99.7% |