Unlock peer percentile detail for $4.99 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 | $8,198 | $183,592-95.5% | $155,567-94.7% | $145,959-94.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $2,515 | $5,315-52.7% | $4,674-46.2% | $4,661-46.0% |
| Participant deferral / active EE | $3,717 | $6,464-42.5% | $5,628-34.0% | $6,689-44.4% |
| Admin fee / account holder | $10 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |