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 | $112,729-96.6% | $98,716-96.2% | $137,256-97.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 25.12% | 38.48%-13.4pp | 31.81%-6.7pp | 220.34%-195.2pp |
| Employer contribution / active EE | $857 | $2,725-68.6% | $2,279-62.4% | $4,156-79.4% |
| Participant deferral / active EE | $1,427 | $4,640-69.3% | $4,048-64.8% | $6,407-77.7% |
| Admin fee / account holder | $65 | $10,129-99.4% | $8,703-99.3% | $12,270-99.5% |