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 | $3,229 | $112,729-97.1% | $98,716-96.7% | $137,256-97.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 23.17% | 38.48%-15.3pp | 31.81%-8.6pp | 220.34%-197.2pp |
| Employer contribution / active EE | $573 | $2,725-79.0% | $2,279-74.9% | $4,156-86.2% |
| Participant deferral / active EE | $1,884 | $4,640-59.4% | $4,048-53.5% | $6,407-70.6% |
| Admin fee / account holder | $21 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |