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 | $10,832 | $102,317-89.4% | $146,958-92.6% | $80,856-86.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.15% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,418 | $3,713-34.9% | $4,933-51.0% | $2,755-12.2% |
| Participant deferral / active EE | $4,010 | $6,644-39.6% | $8,070-50.3% | $4,296-6.6% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |