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 | $17,528 | $209,336-91.6% | $197,124-91.1% | $137,256-87.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.78% | 48.09%-29.3pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,830 | $6,591-72.2% | $6,227-70.6% | $4,156-56.0% |
| Participant deferral / active EE | $3,166 | $9,614-67.1% | $9,135-65.3% | $6,407-50.6% |
| Admin fee / account holder | $92 | $17,308-99.5% | $16,298-99.4% | $12,270-99.3% |