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 | $81,460-87.3% | $103,333-90.0% | $80,856-87.2% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 31.01% | 25.55%+5.5pp | 24.88%+6.1pp | 35.59%-4.6pp |
| Employer contribution / active EE | $1,895 | $3,105-39.0% | $3,868-51.0% | $2,755-31.2% |
| Participant deferral / active EE | $3,890 | $3,869+0.5% | $5,057-23.1% | $4,296-9.5% |
| Admin fee / account holder | $188 | $6,566-97.1% | $8,355-97.7% | $6,918-97.3% |