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 | $5,021 | $97,125-94.8% | $86,233-94.2% | $137,256-96.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.10% | 74.19%-49.1pp | 61.39%-36.3pp | 220.34%-195.2pp |
| Employer contribution / active EE | $2,663 | $2,841-6.3% | $2,504+6.3% | $4,156-35.9% |
| Participant deferral / active EE | $5,606 | $5,180+8.2% | $4,559+23.0% | $6,407-12.5% |
| Admin fee / account holder | $148 | $9,725-98.5% | $8,342-98.2% | $12,270-98.8% |