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 | $750 | $87,166-99.1% | $76,735-99.0% | $137,256-99.5% |
| Participation rate | 0.0% | 74.4%-74.4pp | 69.5%-69.5pp | 80.0%-80.0pp |
| Annual return | 16.57% | 26.50%-9.9pp | 29.77%-13.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $30 | $8,403-99.6% | $7,189-99.6% | $12,270-99.8% |