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 | $381 | $67,823-99.4% | $52,425-99.3% | $137,256-99.7% |
| Participation rate | 93.3% | 63.9%+29.4pp | 55.6%+37.7pp | 80.0%+13.4pp |
| Annual return | 37.98% | 219.11%-181.1pp | 302.12%-264.1pp | 220.34%-182.4pp |
| Employer contribution / active EE | $164 | $1,163-85.9% | $914-82.1% | $4,156-96.1% |
| Participant deferral / active EE | $393 | $2,288-82.8% | $1,790-78.0% | $6,407-93.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |