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 | $8,031 | $114,381-93.0% | $107,525-92.5% | $142,382-94.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,897 | $4,015-52.7% | $3,754-49.5% | $4,299-55.9% |
| Participant deferral / active EE | $5,608 | $5,564+0.8% | $5,116+9.6% | $6,507-13.8% |
| Admin fee / account holder | $112 | $9,860-98.9% | $8,919-98.7% | $12,624-99.1% |