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 10-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 | $164,295 | $295,923-44.5% | $239,403-31.4% | $382,429-57.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 8.79% | 1.75%+7.0pp | 3.34%+5.4pp | 248.85%-240.1pp |
| Employer contribution / active EE | $21,093 | $5,859+260.0% | $4,656+353.0% | $8,036+162.5% |
| Participant deferral / active EE | $0 | $4,814-100.0% | $4,239-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $26,025-100.0% | $21,121-100.0% | $30,732-100.0% |