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 | $3,042 | $76,407-96.0% | $150,298-98.0% | $82,448-96.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 33.76% | 39.99%-6.2pp | 62.79%-29.0pp | 41.64%-7.9pp |
| Employer contribution / active EE | $711 | $2,614-72.8% | $4,154-82.9% | $2,551-72.1% |
| Participant deferral / active EE | $1,701 | $3,214-47.1% | $5,453-68.8% | $4,139-58.9% |
| Admin fee / account holder | $148 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |