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 | $2,409 | $72,396-96.7% | $67,511-96.4% | $145,959-98.3% |
| Participation rate | 81.8% | 76.9%+5.0pp | 72.9%+8.9pp | 80.3%+1.5pp |
| Annual return | 0.00% | 7194.07%-7194.1pp | 3517.41%-3517.4pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,773 | $3,071-42.3% | $2,733-35.1% | $4,661-62.0% |
| Participant deferral / active EE | $207 | $4,781-95.7% | $4,000-94.8% | $6,689-96.9% |
| Admin fee / account holder | $7 | $5,538-99.9% | $3,999-99.8% | $13,398-99.9% |