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 | $10,177 | $124,425-91.8% | $112,040-90.9% | $137,256-92.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.43% | 24.72%-11.3pp | 24.52%-11.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,695 | $3,411+8.3% | $2,954+25.1% | $4,156-11.1% |
| Participant deferral / active EE | $2,142 | $5,718-62.5% | $5,098-58.0% | $6,407-66.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |