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 | $11,570 | $88,672-87.0% | $105,223-89.0% | $82,448-86.0% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.2pp |
| Annual return | 25.97% | 30.86%-4.9pp | 180.65%-154.7pp | 41.64%-15.7pp |
| Employer contribution / active EE | $1,739 | $3,048-43.0% | $3,689-52.9% | $2,551-31.8% |
| Participant deferral / active EE | $2,688 | $4,036-33.4% | $5,072-47.0% | $4,139-35.1% |
| Admin fee / account holder | $146 | $7,146-98.0% | $8,859-98.4% | $7,234-98.0% |