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 | $606 | $72,071-99.2% | $68,368-99.1% | $137,256-99.6% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.0%-6.6pp |
| Annual return | 17.93% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |