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 | $5,046 | $546,767-99.1% | $266,369-98.1% | $546,767-99.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 100.0%0pp | 83.5%+16.5pp |
| Annual return | 0.00% | 10.35%-10.3pp | 56.49%-56.5pp | 10.35%-10.3pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $36,882-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $365-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $216-100.0% | $48,677-100.0% |