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 | $5,545 | $154,228-96.4% | $145,433-96.2% | $137,256-96.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 30.36% | 74.59%-44.2pp | 66.58%-36.2pp | 220.34%-190.0pp |
| Employer contribution / active EE | $1,729 | $4,804-64.0% | $4,554-62.0% | $4,156-58.4% |
| Participant deferral / active EE | $3,503 | $8,216-57.4% | $7,897-55.6% | $6,407-45.3% |
| Admin fee / account holder | $14 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |