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.
Employer 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 | $13,524 | $214,378-93.7% | $200,582-93.3% | $142,382-90.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 0.00% | 46.41%-46.4pp | 42.33%-42.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,259 | $6,841-81.6% | $6,419-80.4% | $4,299-70.7% |
| Participant deferral / active EE | $12,177 | $9,865+23.4% | $9,331+30.5% | $6,507+87.1% |
| Admin fee / account holder | $36 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |