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 | $17,365 | $150,187-88.4% | $120,354-85.6% | $145,922-88.1% |
| Participation rate | 90.9% | 78.8%+12.2pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 12.80% | 154.07%-141.3pp | 107.15%-94.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $12,707 | $4,348+192.3% | $3,463+267.0% | $4,660+172.7% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $57 | $12,207-99.5% | $9,423-99.4% | $13,397-99.6% |