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 4-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 | $6,646 | $47,479-86.0% | $62,929-89.4% | $82,448-91.9% |
| Participation rate | 79.5% | 66.9%+12.7pp | 73.1%+6.4pp | 68.1%+11.5pp |
| Annual return | 21.86% | 20.34%+1.5pp | 1063.93%-1042.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $910 | $1,885-51.7% | $2,505-63.7% | $2,551-64.3% |
| Participant deferral / active EE | $1,961 | $2,870-31.7% | $3,888-49.6% | $4,139-52.6% |
| Admin fee / account holder | $154 | $3,804-96.0% | $5,065-97.0% | $7,234-97.9% |