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 | $8,915 | $177,572-95.0% | $154,803-94.2% | $142,382-93.7% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 0.00% | 65.07%-65.1pp | 58.88%-58.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,487 | $4,810-69.1% | $4,305-65.5% | $4,299-65.4% |
| Participant deferral / active EE | $4,601 | $6,272-26.6% | $5,540-17.0% | $6,507-29.3% |
| Admin fee / account holder | $145 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |