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 | $13,503 | $117,841-88.5% | $102,423-86.8% | $145,922-90.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 1.93% | 31.65%-29.7pp | 29.32%-27.4pp | 561.29%-559.4pp |
| Employer contribution / active EE | $7,707 | $3,615+113.2% | $3,023+154.9% | $4,660+65.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $38 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |