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 | $5,921 | $166,020-96.4% | $164,866-96.4% | $145,959-95.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 0.00% | 100.08%-100.1pp | 69.97%-70.0pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,490 | $5,275-71.8% | $4,343-65.7% | $4,661-68.0% |
| Participant deferral / active EE | $3,654 | $6,961-47.5% | $6,033-39.4% | $6,689-45.4% |
| Admin fee / account holder | $10 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |