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 | $27,747 | $239,571-88.4% | $183,328-84.9% | $137,256-79.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 28.99% | 35.69%-6.7pp | 29.67%-0.7pp | 220.34%-191.3pp |
| Employer contribution / active EE | $2,195 | $6,148-64.3% | $5,055-56.6% | $4,156-47.2% |
| Participant deferral / active EE | $10,585 | $7,995+32.4% | $6,795+55.8% | $6,407+65.2% |
| Admin fee / account holder | $268 | $30,059-99.1% | $21,427-98.8% | $12,270-97.8% |