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 | $6,871 | $87,540-92.2% | $75,781-90.9% | $125,391-94.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -4.58% | 13.48%-18.1pp | 9.68%-14.3pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,156 | $3,930-70.6% | $3,323-65.2% | $4,866-76.2% |
| Participant deferral / active EE | $2,081 | $4,229-50.8% | $3,651-43.0% | $5,352-61.1% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |