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 | $4,989 | $172,111-97.1% | $150,298-96.7% | $137,256-96.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 28.87% | 69.37%-40.5pp | 62.79%-33.9pp | 220.34%-191.5pp |
| Employer contribution / active EE | $1,147 | $4,636-75.3% | $4,154-72.4% | $4,156-72.4% |
| Participant deferral / active EE | $1,671 | $6,166-72.9% | $5,453-69.3% | $6,407-73.9% |
| Admin fee / account holder | $13 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |