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 8-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 | $9,593 | $71,057-86.5% | $93,654-89.8% | $80,874-88.1% |
| Participation rate | 82.7% | 60.4%+22.3pp | 68.7%+14.0pp | 67.6%+15.0pp |
| Annual return | 14.95% | 11.26%+3.7pp | 133.34%-118.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,266 | $1,564-19.1% | $2,421-47.7% | $2,756-54.1% |
| Participant deferral / active EE | $3,212 | $4,034-20.4% | $4,413-27.2% | $4,297-25.2% |
| Admin fee / account holder | $251 | $6,944-96.4% | $8,282-97.0% | $6,935-96.4% |