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 3-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 | $636 | $67,823-99.1% | $52,425-98.8% | $137,256-99.5% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 14.64% | 219.11%-204.5pp | 302.12%-287.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $271 | $2,288-88.2% | $1,790-84.9% | $6,407-95.8% |
| Admin fee / account holder | $21 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |