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 | $1,753 | $76,407-97.7% | $150,298-98.8% | $82,448-97.9% |
| Participation rate | 76.0% | 66.4%+9.6pp | 77.8%-1.8pp | 68.1%+7.9pp |
| Annual return | 28.82% | 39.99%-11.2pp | 62.79%-34.0pp | 41.64%-12.8pp |
| Employer contribution / active EE | $567 | $2,614-78.3% | $4,154-86.3% | $2,551-77.8% |
| Participant deferral / active EE | $889 | $3,214-72.4% | $5,453-83.7% | $4,139-78.5% |
| Admin fee / account holder | $217 | $6,352-96.6% | $14,116-98.5% | $7,234-97.0% |