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 | $9,217 | $102,604-91.0% | $86,188-89.3% | $139,434-93.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.22% | 1922.51%-1914.3pp | 1168.45%-1160.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $4,762 | $3,032+57.0% | $2,380+100.1% | $4,751+0.2% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $58 | $8,657-99.3% | $6,852-99.2% | $11,403-99.5% |