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 | $6,400 | $177,572-96.4% | $154,803-95.9% | $142,382-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 67.17% | 65.07%+2.1pp | 58.88%+8.3pp | 217.08%-149.9pp |
| Employer contribution / active EE | $1,800 | $4,810-62.6% | $4,305-58.2% | $4,299-58.1% |
| Participant deferral / active EE | $3,087 | $6,272-50.8% | $5,540-44.3% | $6,507-52.6% |
| Admin fee / account holder | $27 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |