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 | $8,666 | $108,912-92.0% | $100,383-91.4% | $145,959-94.1% |
| Participation rate | 77.8% | 83.0%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 6.39% | 57.96%-51.6pp | 49.26%-42.9pp | 561.95%-555.6pp |
| Employer contribution / active EE | $2,805 | $4,423-36.6% | $3,944-28.9% | $4,661-39.8% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $33 | $9,690-99.7% | $7,900-99.6% | $13,398-99.8% |