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 | $10,096 | $132,634-92.4% | $115,768-91.3% | $137,256-92.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.40% | 160.70%-138.3pp | 100.46%-78.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,065 | $3,360-68.3% | $2,940-63.8% | $4,156-74.4% |
| Participant deferral / active EE | $3,164 | $5,619-43.7% | $4,917-35.6% | $6,407-50.6% |
| Admin fee / account holder | $246 | $15,028-98.4% | $12,439-98.0% | $12,270-98.0% |