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 | $7,398 | $88,672-91.7% | $105,223-93.0% | $82,448-91.0% |
| Participation rate | 75.3% | 67.9%+7.4pp | 75.0%+0.3pp | 68.1%+7.3pp |
| Annual return | 27.79% | 30.86%-3.1pp | 180.65%-152.9pp | 41.64%-13.8pp |
| Employer contribution / active EE | $1,334 | $3,048-56.2% | $3,689-63.8% | $2,551-47.7% |
| Participant deferral / active EE | $2,530 | $4,036-37.3% | $5,072-50.1% | $4,139-38.9% |
| Admin fee / account holder | $182 | $7,146-97.4% | $8,859-97.9% | $7,234-97.5% |