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.
Employer 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 | $20,282 | $209,336-90.3% | $197,124-89.7% | $137,256-85.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 0.00% | 48.09%-48.1pp | 44.34%-44.3pp | 220.34%-220.3pp |
| Employer contribution / active EE | $132 | $6,591-98.0% | $6,227-97.9% | $4,156-96.8% |
| Participant deferral / active EE | $20,163 | $9,614+109.7% | $9,135+120.7% | $6,407+214.7% |
| Admin fee / account holder | $166 | $17,308-99.0% | $16,298-99.0% | $12,270-98.6% |