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 | $5,288 | $109,904-95.2% | $97,167-94.6% | $145,959-96.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 243.43%-243.4pp | 75.27%-75.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $5,288 | $3,084+71.4% | $2,729+93.8% | $4,661+13.5% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |