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 5-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 | $17,843 | $209,336-91.5% | $197,124-90.9% | $137,256-87.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 104.28% | 48.09%+56.2pp | 44.34%+59.9pp | 220.34%-116.1pp |
| Employer contribution / active EE | $2,060 | $6,591-68.7% | $6,227-66.9% | $4,156-50.4% |
| Participant deferral / active EE | $3,570 | $9,614-62.9% | $9,135-60.9% | $6,407-44.3% |
| Admin fee / account holder | $276 | $17,308-98.4% | $16,298-98.3% | $12,270-97.7% |