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 | $13,479 | $80,673-83.3% | $101,326-86.7% | $84,808-84.1% |
| Participation rate | 91.4% | 77.8%+13.6pp | 81.5%+9.9pp | 68.3%+23.1pp |
| Annual return | 0.00% | 38.95%-39.0pp | 36.82%-36.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,975 | $2,698+10.3% | $3,665-18.8% | $2,631+13.1% |
| Participant deferral / active EE | $5,922 | $6,840-13.4% | $7,994-25.9% | $4,212+40.6% |
| Admin fee / account holder | $69 | $12,784-99.5% | $11,185-99.4% | $7,344-99.1% |