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 | $12,457 | $109,881-88.7% | $150,045-91.7% | $84,808-85.3% |
| Participation rate | 74.1% | 76.1%-2.0pp | 82.3%-8.2pp | 68.3%+5.8pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $1,014 | $3,561-71.5% | $4,693-78.4% | $2,631-61.5% |
| Participant deferral / active EE | $8,127 | $6,636+22.5% | $7,997+1.6% | $4,212+93.0% |
| Admin fee / account holder | $298 | $8,568-96.5% | $13,435-97.8% | $7,344-95.9% |