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 | $6,184 | $178,174-96.5% | $156,181-96.0% | $137,256-95.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 42.14% | 84.19%-42.0pp | 64.87%-22.7pp | 220.34%-178.2pp |
| Employer contribution / active EE | $1,427 | $4,972-71.3% | $4,294-66.8% | $4,156-65.7% |
| Participant deferral / active EE | $4,248 | $6,888-38.3% | $6,132-30.7% | $6,407-33.7% |
| Admin fee / account holder | $29 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |