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 | $2,947 | $165,984-98.2% | $164,813-98.2% | $145,922-98.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 100.03%-100.0pp | 69.93%-69.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $1,337 | $5,273-74.6% | $4,341-69.2% | $4,660-71.3% |
| Participant deferral / active EE | $1,730 | $6,959-75.1% | $6,031-71.3% | $6,688-74.1% |
| Admin fee / account holder | $150 | $16,648-99.1% | $12,690-98.8% | $13,397-98.9% |