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.
Participant 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 | $4,475 | $159,602-97.2% | $150,045-97.0% | $142,382-96.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 79.64% | 70.24%+9.4pp | 62.55%+17.1pp | 217.08%-137.4pp |
| Employer contribution / active EE | $1,648 | $4,961-66.8% | $4,693-64.9% | $4,299-61.7% |
| Participant deferral / active EE | $1,912 | $8,310-77.0% | $7,997-76.1% | $6,507-70.6% |
| Admin fee / account holder | $59 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |