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 | $21,096 | $201,259-89.5% | $184,200-88.5% | $145,959-85.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.62% | 28.98%-14.4pp | 28.80%-14.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,518 | $7,018-78.4% | $6,424-76.4% | $4,661-67.4% |
| Participant deferral / active EE | $3,219 | $9,806-67.2% | $9,132-64.8% | $6,689-51.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |