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 | $3,273 | $81,446-96.0% | $103,374-96.8% | $80,874-96.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 0.94% | 25.57%-24.6pp | 24.89%-24.0pp | 35.62%-34.7pp |
| Employer contribution / active EE | $3,846 | $3,107+23.8% | $3,869-0.6% | $2,756+39.6% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |