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 | $673 | $67,823-99.0% | $52,425-98.7% | $137,256-99.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 28.15% | 219.11%-191.0pp | 302.12%-274.0pp | 220.34%-192.2pp |
| Employer contribution / active EE | $231 | $1,163-80.1% | $914-74.7% | $4,156-94.4% |
| Participant deferral / active EE | $666 | $2,288-70.9% | $1,790-62.8% | $6,407-89.6% |
| Admin fee / account holder | $232 | $2,844-91.8% | $2,495-90.7% | $12,270-98.1% |