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 | $2,874 | $175,202-98.4% | $149,673-98.1% | $139,434-97.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.49% | 166.71%-164.2pp | 134.42%-131.9pp | 372.94%-370.4pp |
| Employer contribution / active EE | $2,448 | $5,474-55.3% | $4,818-49.2% | $4,751-48.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |