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 | $10,312 | $183,592-94.4% | $155,567-93.4% | $145,959-92.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $3,495 | $5,315-34.2% | $4,674-25.2% | $4,661-25.0% |
| Participant deferral / active EE | $5,128 | $6,464-20.7% | $5,628-8.9% | $6,689-23.3% |
| Admin fee / account holder | $4 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |