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 | $19,740 | $201,272-90.2% | $184,203-89.3% | $145,922-86.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 42.49% | 29.00%+13.5pp | 28.81%+13.7pp | 561.29%-518.8pp |
| Employer contribution / active EE | $6,116 | $7,022-12.9% | $6,427-4.8% | $4,660+31.3% |
| Participant deferral / active EE | $6,917 | $9,806-29.5% | $9,131-24.3% | $6,688+3.4% |
| Admin fee / account holder | $65 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |