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 | $7,897 | $111,814-92.9% | $93,654-91.6% | $145,959-94.6% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 13.07% | 203.30%-190.2pp | 133.34%-120.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,111 | $3,092-64.1% | $2,421-54.1% | $4,661-76.2% |
| Participant deferral / active EE | $3,383 | $4,914-31.2% | $4,413-23.3% | $6,689-49.4% |
| Admin fee / account holder | $287 | $10,246-97.2% | $8,282-96.5% | $13,398-97.9% |