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 | $9,391 | $154,228-93.9% | $145,433-93.5% | $137,256-93.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.61% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,148 | $4,804-55.3% | $4,554-52.8% | $4,156-48.3% |
| Participant deferral / active EE | $2,577 | $8,216-68.6% | $7,897-67.4% | $6,407-59.8% |
| Admin fee / account holder | $79 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |