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 | $12,410 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.83% | 74.59%-50.8pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,641 | $4,804-45.0% | $4,554-42.0% | $4,156-36.5% |
| Participant deferral / active EE | $3,889 | $8,216-52.7% | $7,897-50.8% | $6,407-39.3% |
| Admin fee / account holder | $252 | $14,344-98.2% | $13,129-98.1% | $12,270-97.9% |