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 | $2,769 | $109,881-97.5% | $150,045-98.2% | $84,808-96.7% |
| Participation rate | 71.0% | 76.1%-5.1pp | 82.3%-11.4pp | 68.3%+2.7pp |
| Annual return | 69.19% | 28.25%+40.9pp | 62.55%+6.6pp | 40.90%+28.3pp |
| Employer contribution / active EE | $835 | $3,561-76.6% | $4,693-82.2% | $2,631-68.3% |
| Participant deferral / active EE | $1,864 | $6,636-71.9% | $7,997-76.7% | $4,212-55.7% |
| Admin fee / account holder | $85 | $8,568-99.0% | $13,435-99.4% | $7,344-98.8% |