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 | $5,777 | $112,729-94.9% | $98,716-94.1% | $137,256-95.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.96% | 38.48%-17.5pp | 31.81%-10.8pp | 220.34%-199.4pp |
| Employer contribution / active EE | $964 | $2,725-64.6% | $2,279-57.7% | $4,156-76.8% |
| Participant deferral / active EE | $1,241 | $4,640-73.3% | $4,048-69.3% | $6,407-80.6% |
| Admin fee / account holder | $31 | $10,129-99.7% | $8,703-99.6% | $12,270-99.8% |