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 | $0 | $57,541-100.0% | $95,745-100.0% | $75,163-100.0% |
| Participation rate | 92.3% | 62.5%+29.8pp | 72.3%+20.0pp | 67.2%+25.1pp |
| Annual return | 0.00% | 34.93%-34.9pp | 28.35%-28.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |