Unlock peer percentile detail for $4.99 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 | $6,318 | $159,934-96.0% | $147,005-95.7% | $145,959-95.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -0.32% | 98.24%-98.6pp | 418.76%-419.1pp | 561.95%-562.3pp |
| Employer contribution / active EE | $3,926 | $5,287-25.7% | $4,934-20.4% | $4,661-15.8% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7 | $15,053-100.0% | $13,006-99.9% | $13,398-99.9% |