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 | $12,419 | $124,425-90.0% | $112,040-88.9% | $137,256-91.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.53% | 24.72%-0.2pp | 24.52%0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $2,328 | $3,411-31.8% | $2,954-21.2% | $4,156-44.0% |
| Participant deferral / active EE | $2,360 | $5,718-58.7% | $5,098-53.7% | $6,407-63.2% |
| Admin fee / account holder | $22 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |