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 | $11,297 | $154,228-92.7% | $145,433-92.2% | $137,256-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 52.56% | 74.59%-22.0pp | 66.58%-14.0pp | 220.34%-167.8pp |
| Employer contribution / active EE | $2,331 | $4,804-51.5% | $4,554-48.8% | $4,156-43.9% |
| Participant deferral / active EE | $3,559 | $8,216-56.7% | $7,897-54.9% | $6,407-44.5% |
| Admin fee / account holder | $147 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |