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 | $1,921 | $59,839-96.8% | $81,983-97.7% | $79,858-97.6% |
| Participation rate | 85.9% | 61.6%+24.3pp | 69.2%+16.6pp | 69.6%+16.2pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $3,149 | $1,713+83.8% | $2,498+26.1% | $2,471+27.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $287 | $4,287-93.3% | $5,664-94.9% | $5,306-94.6% |