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 | $3,317 | $88,710-96.3% | $81,783-95.9% | $145,959-97.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.4%+13.4pp | 80.3%+5.4pp |
| Annual return | 17.65% | 1027.26%-1009.6pp | 775.05%-757.4pp | 561.95%-544.3pp |
| Employer contribution / active EE | $804 | $3,083-73.9% | $2,913-72.4% | $4,661-82.7% |
| Participant deferral / active EE | $1,754 | $4,645-62.2% | $4,320-59.4% | $6,689-73.8% |
| Admin fee / account holder | $37 | $8,407-99.6% | $7,380-99.5% | $13,398-99.7% |