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 | $6,650 | $111,535-94.0% | $105,223-93.7% | $137,256-95.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.59% | 237.85%-211.3pp | 180.65%-154.1pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,344 | $3,939-65.9% | $3,689-63.6% | $4,156-67.7% |
| Participant deferral / active EE | $2,477 | $5,500-55.0% | $5,072-51.2% | $6,407-61.3% |
| Admin fee / account holder | $17 | $9,721-99.8% | $8,859-99.8% | $12,270-99.9% |