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 | $10,800 | $81,446-86.7% | $103,374-89.6% | $80,874-86.6% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 0.00% | 25.57%-25.6pp | 24.89%-24.9pp | 35.62%-35.6pp |
| Employer contribution / active EE | $19,231 | $3,107+518.9% | $3,869+397.0% | $2,756+597.9% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |