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 | $10,371 | $81,446-87.3% | $103,374-90.0% | $80,874-87.2% |
| Participation rate | 70.4% | 66.9%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 31.01% | 25.57%+5.4pp | 24.89%+6.1pp | 35.62%-4.6pp |
| Employer contribution / active EE | $1,895 | $3,107-39.0% | $3,869-51.0% | $2,756-31.2% |
| Participant deferral / active EE | $3,890 | $3,870+0.5% | $5,058-23.1% | $4,297-9.5% |
| Admin fee / account holder | $188 | $6,715-97.2% | $8,394-97.8% | $6,935-97.3% |