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 | $1,820 | $74,927-97.6% | $101,794-98.2% | $84,808-97.9% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.2%+9.4pp | 68.3%+10.3pp |
| Annual return | 0.00% | 18.70%-18.7pp | 30.53%-30.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $420 | $1,522-72.4% | $2,289-81.7% | $2,631-84.1% |
| Participant deferral / active EE | $997 | $3,099-67.8% | $4,084-75.6% | $4,212-76.3% |
| Admin fee / account holder | $1 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |