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 | $2,353 | $51,638-95.4% | $68,368-96.6% | $82,448-97.1% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 24.26% | 37.53%-13.3pp | 292.57%-268.3pp | 41.64%-17.4pp |
| Employer contribution / active EE | $455 | $2,047-77.8% | $2,649-82.8% | $2,551-82.2% |
| Participant deferral / active EE | $1,226 | $2,914-57.9% | $4,123-70.3% | $4,139-70.4% |
| Admin fee / account holder | $126 | $4,643-97.3% | $5,150-97.6% | $7,234-98.3% |