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 | $3,456 | $61,774-94.4% | $97,226-96.4% | $80,856-95.7% |
| Participation rate | 92.3% | 63.5%+28.8pp | 72.7%+19.6pp | 67.6%+24.7pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.13%-75.1pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,737 | $1,837+103.5% | $2,729+36.9% | $2,755+35.6% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |