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 | $9,444 | $86,929-89.1% | $102,423-90.8% | $80,856-88.3% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+27.0pp |
| Annual return | 0.00% | 18.88%-18.9pp | 29.32%-29.3pp | 35.59%-35.6pp |
| Employer contribution / active EE | $4,730 | $2,369+99.6% | $3,023+56.4% | $2,755+71.7% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $52 | $8,049-99.4% | $9,451-99.5% | $6,918-99.3% |