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 | $21,199 | $178,174-88.1% | $156,181-86.4% | $137,256-84.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 26.91% | 84.19%-57.3pp | 64.87%-38.0pp | 220.34%-193.4pp |
| Employer contribution / active EE | $2,250 | $4,972-54.7% | $4,294-47.6% | $4,156-45.9% |
| Participant deferral / active EE | $8,561 | $6,888+24.3% | $6,132+39.6% | $6,407+33.6% |
| Admin fee / account holder | $72 | $17,404-99.6% | $14,586-99.5% | $12,270-99.4% |