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 | $7,202 | $159,901-95.5% | $146,958-95.1% | $145,922-95.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $462 | $5,286-91.3% | $4,933-90.6% | $4,660-90.1% |
| Participant deferral / active EE | $2,723 | $8,428-67.7% | $8,070-66.3% | $6,688-59.3% |
| Admin fee / account holder | $189 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |