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 | $15,354 | $183,592-91.6% | $155,567-90.1% | $145,959-89.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.11% | 61.24%-35.1pp | 64.74%-38.6pp | 561.95%-535.8pp |
| Employer contribution / active EE | $8,025 | $5,315+51.0% | $4,674+71.7% | $4,661+72.2% |
| Participant deferral / active EE | $2,774 | $6,464-57.1% | $5,628-50.7% | $6,689-58.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |