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 | $17,960 | $209,336-91.4% | $197,124-90.9% | $137,256-86.9% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 24.17% | 48.09%-23.9pp | 44.34%-20.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,480 | $6,591-77.5% | $6,227-76.2% | $4,156-64.4% |
| Participant deferral / active EE | $3,642 | $9,614-62.1% | $9,135-60.1% | $6,407-43.2% |
| Admin fee / account holder | $259 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |