See peer percentile detail. $4.99 for 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $854 | $29,660-97.1% | $56,411-98.5% | $80,856-98.9% |
| Participation rate | 92.9% | 41.6%+51.2pp | 52.5%+40.4pp | 67.6%+25.2pp |
| Annual return | 16.85% | 35.23%-18.4pp | 1701.33%-1684.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $261 | $669-61.0% | $1,039-74.9% | $2,755-90.5% |
| Participant deferral / active EE | $1,086 | $1,226-11.4% | $1,952-44.4% | $4,296-74.7% |
| Admin fee / account holder | $75 | $2,428-96.9% | $2,829-97.3% | $6,918-98.9% |