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.
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 | $26,219 | $201,259-87.0% | $184,200-85.8% | $145,959-82.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 28.98%-29.0pp | 28.80%-28.8pp | 561.95%-561.9pp |
| Employer contribution / active EE | $4,554 | $7,018-35.1% | $6,424-29.1% | $4,661-2.3% |
| Participant deferral / active EE | $10,863 | $9,806+10.8% | $9,132+19.0% | $6,689+62.4% |
| Admin fee / account holder | $15 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |