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 4-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 | $861 | $67,823-98.7% | $52,425-98.4% | $137,256-99.4% |
| Participation rate | 78.3% | 63.9%+14.4pp | 55.6%+22.6pp | 80.0%-1.7pp |
| Annual return | 21.68% | 219.11%-197.4pp | 302.12%-280.4pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $236 | $2,288-89.7% | $1,790-86.8% | $6,407-96.3% |
| Admin fee / account holder | $233 | $2,844-91.8% | $2,495-90.6% | $12,270-98.1% |