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 | $14,943 | $73,787-79.7% | $98,716-84.9% | $82,448-81.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.60% | 18.57%-4.0pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,540 | $1,511+68.1% | $2,279+11.5% | $2,551-0.4% |
| Participant deferral / active EE | $3,003 | $3,081-2.5% | $4,048-25.8% | $4,139-27.4% |
| Admin fee / account holder | $219 | $6,500-96.6% | $8,703-97.5% | $7,234-97.0% |