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 | $13,429 | $77,523-82.7% | $100,383-86.6% | $80,874-83.4% |
| Participation rate | 73.7% | 77.0%-3.3pp | 81.5%-7.8pp | 67.6%+6.0pp |
| Annual return | 27.34% | 37.21%-9.9pp | 49.26%-21.9pp | 35.62%-8.3pp |
| Employer contribution / active EE | $2,866 | $2,801+2.3% | $3,944-27.3% | $2,756+4.0% |
| Participant deferral / active EE | $5,024 | $6,822-26.4% | $8,086-37.9% | $4,297+16.9% |
| Admin fee / account holder | $286 | $5,899-95.2% | $7,900-96.4% | $6,935-95.9% |