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 | $6,639 | $209,336-96.8% | $197,124-96.6% | $137,256-95.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 36.67% | 48.09%-11.4pp | 44.34%-7.7pp | 220.34%-183.7pp |
| Employer contribution / active EE | $2,868 | $6,591-56.5% | $6,227-54.0% | $4,156-31.0% |
| Participant deferral / active EE | $4,159 | $9,614-56.7% | $9,135-54.5% | $6,407-35.1% |
| Admin fee / account holder | $200 | $17,308-98.8% | $16,298-98.8% | $12,270-98.4% |