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 | $6,641 | $154,228-95.7% | $145,433-95.4% | $137,256-95.2% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 31.50% | 74.59%-43.1pp | 66.58%-35.1pp | 220.34%-188.8pp |
| Employer contribution / active EE | $1,113 | $4,804-76.8% | $4,554-75.6% | $4,156-73.2% |
| Participant deferral / active EE | $3,317 | $8,216-59.6% | $7,897-58.0% | $6,407-48.2% |
| Admin fee / account holder | $141 | $14,344-99.0% | $13,129-98.9% | $12,270-98.9% |