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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,701 | $159,602-95.2% | $150,045-94.9% | $142,382-94.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 31.06% | 70.24%-39.2pp | 62.55%-31.5pp | 217.08%-186.0pp |
| Employer contribution / active EE | $660 | $4,961-86.7% | $4,693-85.9% | $4,299-84.6% |
| Participant deferral / active EE | $2,765 | $8,310-66.7% | $7,997-65.4% | $6,507-57.5% |
| Admin fee / account holder | $80 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |