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 | $1,654 | $72,071-97.7% | $68,368-97.6% | $137,256-98.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.37% | 353.14%-324.8pp | 292.57%-264.2pp | 220.34%-192.0pp |
| Employer contribution / active EE | $520 | $2,788-81.3% | $2,649-80.4% | $4,156-87.5% |
| Participant deferral / active EE | $651 | $4,410-85.2% | $4,123-84.2% | $6,407-89.8% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |