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 6-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 | $5,300 | $76,407-93.1% | $150,298-96.5% | $82,448-93.6% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.1pp | 68.1%+24.8pp |
| Annual return | 21.04% | 39.99%-19.0pp | 62.79%-41.7pp | 41.64%-20.6pp |
| Employer contribution / active EE | $785 | $2,614-70.0% | $4,154-81.1% | $2,551-69.2% |
| Participant deferral / active EE | $1,603 | $3,214-50.1% | $5,453-70.6% | $4,139-61.3% |
| Admin fee / account holder | $276 | $6,352-95.7% | $14,116-98.0% | $7,234-96.2% |