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 | $10,370 | $161,352-93.6% | $134,172-92.3% | $137,256-92.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 28.35% | 28.72%-0.4pp | 25.30%+3.1pp | 220.34%-192.0pp |
| Employer contribution / active EE | $2,056 | $4,099-49.8% | $3,420-39.9% | $4,156-50.5% |
| Participant deferral / active EE | $2,434 | $5,552-56.2% | $4,690-48.1% | $6,407-62.0% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |