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 | $14,089 | $154,228-90.9% | $145,433-90.3% | $137,256-89.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 31.20% | 74.59%-43.4pp | 66.58%-35.4pp | 220.34%-189.1pp |
| Employer contribution / active EE | $3,219 | $4,804-33.0% | $4,554-29.3% | $4,156-22.6% |
| Participant deferral / active EE | $8,860 | $8,216+7.8% | $7,897+12.2% | $6,407+38.3% |
| Admin fee / account holder | $107 | $14,344-99.3% | $13,129-99.2% | $12,270-99.1% |