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 6-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 | $16,825 | $112,892-85.1% | $90,956-81.5% | $158,931-89.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 24.86% | 215.80%-190.9pp | 134.60%-109.7pp | 302.86%-278.0pp |
| Employer contribution / active EE | $1,709 | $2,893-40.9% | $2,122-19.4% | $4,761-64.1% |
| Participant deferral / active EE | $2,460 | $4,127-40.4% | $3,373-27.1% | $5,982-58.9% |
| Admin fee / account holder | $10 | $8,042-99.9% | $5,959-99.8% | $11,247-99.9% |