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 | $8,220 | $183,519-95.5% | $155,509-94.7% | $145,922-94.4% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 22.18% | 61.17%-39.0pp | 64.67%-42.5pp | 561.29%-539.1pp |
| Employer contribution / active EE | $1,225 | $5,313-76.9% | $4,672-73.8% | $4,660-73.7% |
| Participant deferral / active EE | $1,723 | $6,462-73.3% | $5,626-69.4% | $6,688-74.2% |
| Admin fee / account holder | $290 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |