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 | $8,184 | $124,425-93.4% | $112,040-92.7% | $137,256-94.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 28.55% | 24.72%+3.8pp | 24.52%+4.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,252 | $3,411-63.3% | $2,954-57.6% | $4,156-69.9% |
| Participant deferral / active EE | $1,951 | $5,718-65.9% | $5,098-61.7% | $6,407-69.5% |
| Admin fee / account holder | $26 | $15,207-99.8% | $12,098-99.8% | $12,270-99.8% |