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 | $7,415 | $159,901-95.4% | $146,958-95.0% | $145,922-94.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.78% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.5pp |
| Employer contribution / active EE | $7,451 | $5,286+41.0% | $4,933+51.0% | $4,660+59.9% |
| Participant deferral / active EE | $7,451 | $8,428-11.6% | $8,070-7.7% | $6,688+11.4% |
| Admin fee / account holder | $35 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |