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 | $10,076 | $159,934-93.7% | $147,005-93.1% | $145,959-93.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.65% | 98.24%-67.6pp | 418.76%-388.1pp | 561.95%-531.3pp |
| Employer contribution / active EE | $2,806 | $5,287-46.9% | $4,934-43.1% | $4,661-39.8% |
| Participant deferral / active EE | $3,041 | $8,427-63.9% | $8,070-62.3% | $6,689-54.5% |
| Admin fee / account holder | $114 | $15,053-99.2% | $13,006-99.1% | $13,398-99.2% |