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.
Participant contribution per participant 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 | $10,532 | $133,922-92.1% | $116,228-90.9% | $142,382-92.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 27.21% | 147.76%-120.6pp | 90.06%-62.8pp | 217.08%-189.9pp |
| Employer contribution / active EE | $4,747 | $3,446+37.8% | $2,994+58.5% | $4,299+10.4% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $54 | $14,945-99.6% | $11,989-99.6% | $12,624-99.6% |