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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,341 | $183,519-92.7% | $155,509-91.4% | $145,922-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.33% | 61.17%-63.5pp | 64.67%-67.0pp | 561.29%-563.6pp |
| Employer contribution / active EE | $2,557 | $5,313-51.9% | $4,672-45.3% | $4,660-45.1% |
| Participant deferral / active EE | $11,700 | $6,462+81.0% | $5,626+108.0% | $6,688+74.9% |
| Admin fee / account holder | $199 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |