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 | $4,422 | $154,228-97.1% | $145,433-97.0% | $137,256-96.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.22% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,256 | $4,804-53.0% | $4,554-50.5% | $4,156-45.7% |
| Participant deferral / active EE | $2,820 | $8,216-65.7% | $7,897-64.3% | $6,407-56.0% |
| Admin fee / account holder | $51 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |