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 | $3,180 | $210,648-98.5% | $177,989-98.2% | $145,922-97.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.41% | 385.86%-378.5pp | 294.48%-287.1pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,118 | $4,565-75.5% | $3,949-71.7% | $4,660-76.0% |
| Participant deferral / active EE | $1,301 | $6,958-81.3% | $6,276-79.3% | $6,688-80.5% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |