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 | $9,000 | $112,729-92.0% | $98,716-90.9% | $137,256-93.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.41% | 38.48%-15.1pp | 31.81%-8.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,615 | $2,725-40.7% | $2,279-29.1% | $4,156-61.1% |
| Participant deferral / active EE | $3,688 | $4,640-20.5% | $4,048-8.9% | $6,407-42.4% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |