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 | $7,742 | $172,111-95.5% | $150,298-94.8% | $137,256-94.4% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 22.24% | 69.37%-47.1pp | 62.79%-40.5pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,198 | $4,636-74.2% | $4,154-71.2% | $4,156-71.2% |
| Participant deferral / active EE | $1,775 | $6,166-71.2% | $5,453-67.5% | $6,407-72.3% |
| Admin fee / account holder | $11 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |