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 | $7,692 | $148,534-94.8% | $135,903-94.3% | $139,434-94.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.09% | 79.19%-30.1pp | 68.23%-19.1pp | 372.94%-323.9pp |
| Employer contribution / active EE | $2,298 | $5,243-56.2% | $4,856-52.7% | $4,751-51.6% |
| Participant deferral / active EE | $3,487 | $8,100-57.0% | $7,758-55.1% | $6,710-48.0% |
| Admin fee / account holder | $177 | $12,400-98.6% | $10,762-98.4% | $11,403-98.4% |