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 | $4,982 | $109,881-95.5% | $150,045-96.7% | $84,808-94.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $995 | $3,561-72.1% | $4,693-78.8% | $2,631-62.2% |
| Participant deferral / active EE | $2,162 | $6,636-67.4% | $7,997-73.0% | $4,212-48.7% |
| Admin fee / account holder | $51 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |