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 | $1,636 | $117,983-98.6% | $101,794-98.4% | $142,382-98.9% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 0.00% | 36.92%-36.9pp | 30.53%-30.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $572 | $2,773-79.4% | $2,289-75.0% | $4,299-86.7% |
| Participant deferral / active EE | $980 | $4,714-79.2% | $4,084-76.0% | $6,507-84.9% |
| Admin fee / account holder | $2 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |