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 | $25,223 | $201,259-87.5% | $184,200-86.3% | $145,959-82.7% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 13.50% | 28.98%-15.5pp | 28.80%-15.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,807 | $7,018-60.0% | $6,424-56.3% | $4,661-39.8% |
| Participant deferral / active EE | $9,231 | $9,806-5.9% | $9,132+1.1% | $6,689+38.0% |
| Admin fee / account holder | $191 | $16,372-98.8% | $13,907-98.6% | $13,398-98.6% |