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 | $8,005 | $150,197-94.7% | $120,368-93.3% | $145,959-94.5% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 69.23% | 154.26%-85.0pp | 107.26%-38.0pp | 561.95%-492.7pp |
| Employer contribution / active EE | $1,503 | $4,350-65.4% | $3,465-56.6% | $4,661-67.7% |
| Participant deferral / active EE | $5,132 | $6,174-16.9% | $4,991+2.8% | $6,689-23.3% |
| Admin fee / account holder | $44 | $12,216-99.6% | $9,429-99.5% | $13,398-99.7% |