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 | $2,385 | $149,040-98.4% | $120,225-98.0% | $137,256-98.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 28.27% | 605.68%-577.4pp | 439.23%-411.0pp | 220.34%-192.1pp |
| Employer contribution / active EE | $587 | $4,350-86.5% | $3,475-83.1% | $4,156-85.9% |
| Participant deferral / active EE | $995 | $4,655-78.6% | $3,999-75.1% | $6,407-84.5% |
| Admin fee / account holder | $126 | $6,348-98.0% | $5,696-97.8% | $12,270-99.0% |