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 | $3,799 | $117,983-96.8% | $101,794-96.3% | $142,382-97.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 25.12% | 36.92%-11.8pp | 30.53%-5.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $857 | $2,773-69.1% | $2,289-62.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,427 | $4,714-69.7% | $4,084-65.1% | $6,507-78.1% |
| Admin fee / account holder | $65 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |