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 7-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 | $5,969 | $76,407-92.2% | $150,298-96.0% | $82,448-92.8% |
| Participation rate | 72.7% | 66.4%+6.3pp | 77.8%-5.0pp | 68.1%+4.7pp |
| Annual return | 29.29% | 39.99%-10.7pp | 62.79%-33.5pp | 41.64%-12.4pp |
| Employer contribution / active EE | $844 | $2,614-67.7% | $4,154-79.7% | $2,551-66.9% |
| Participant deferral / active EE | $1,596 | $3,214-50.3% | $5,453-70.7% | $4,139-61.4% |
| Admin fee / account holder | $39 | $6,352-99.4% | $14,116-99.7% | $7,234-99.5% |