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 | $106,749-97.4% | $145,433-98.1% | $82,448-96.6% |
| Participation rate | 71.0% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.9pp |
| Annual return | 69.19% | 27.59%+41.6pp | 66.58%+2.6pp | 41.64%+27.5pp |
| Employer contribution / active EE | $835 | $3,444-75.8% | $4,554-81.7% | $2,551-67.3% |
| Participant deferral / active EE | $1,864 | $6,519-71.4% | $7,897-76.4% | $4,139-55.0% |
| Admin fee / account holder | $85 | $8,390-99.0% | $13,129-99.4% | $7,234-98.8% |