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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,648 | $159,602-94.6% | $150,045-94.2% | $142,382-93.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,292 | $4,961-33.6% | $4,693-29.9% | $4,299-23.4% |
| Participant deferral / active EE | $4,792 | $8,310-42.3% | $7,997-40.1% | $6,507-26.4% |
| Admin fee / account holder | $231 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |