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 | $6,933 | $154,228-95.5% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 32.67% | 74.59%-41.9pp | 66.58%-33.9pp | 220.34%-187.7pp |
| Employer contribution / active EE | $2,637 | $4,804-45.1% | $4,554-42.1% | $4,156-36.5% |
| Participant deferral / active EE | $5,009 | $8,216-39.0% | $7,897-36.6% | $6,407-21.8% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |