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 | $7,421 | $154,228-95.2% | $145,433-94.9% | $137,256-94.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 102.50% | 74.59%+27.9pp | 66.58%+35.9pp | 220.34%-117.8pp |
| Employer contribution / active EE | $2,528 | $4,804-47.4% | $4,554-44.5% | $4,156-39.2% |
| Participant deferral / active EE | $3,311 | $8,216-59.7% | $7,897-58.1% | $6,407-48.3% |
| Admin fee / account holder | $12 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |