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 | $5,590 | $99,341-94.4% | $84,750-93.4% | $273,961-98.0% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,043 | $4,214-4.0% | $3,574+13.1% | $4,869-17.0% |
| Participant deferral / active EE | $1,714 | $4,269-59.9% | $3,712-53.8% | $5,287-67.6% |
| Admin fee / account holder | $3 | $6,644-100.0% | $5,332-99.9% | $10,132-100.0% |