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 | $5,555 | $95,453-94.2% | $112,040-95.0% | $82,448-93.3% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.5%+19.8pp | 68.1%+28.2pp |
| Annual return | 286.51% | 23.92%+262.6pp | 24.52%+262.0pp | 41.64%+244.9pp |
| Employer contribution / active EE | $2,132 | $2,318-8.0% | $2,954-27.8% | $2,551-16.4% |
| Participant deferral / active EE | $2,967 | $4,224-29.8% | $5,098-41.8% | $4,139-28.3% |
| Admin fee / account holder | $34 | $9,013-99.6% | $12,098-99.7% | $7,234-99.5% |