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 | $21,306 | $80,968-73.7% | $96,544-77.9% | $75,163-71.7% |
| Participation rate | 98.9% | 71.8%+27.2pp | 76.0%+23.0pp | 67.2%+31.7pp |
| Annual return | 0.00% | 27.06%-27.1pp | 25.84%-25.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $3,998 | $2,282+75.2% | $2,965+34.9% | $2,670+49.8% |
| Participant deferral / active EE | $9,124 | $3,928+132.3% | $4,851+88.1% | $4,125+121.2% |
| Admin fee / account holder | $175 | $6,724-97.4% | $8,252-97.9% | $5,651-96.9% |