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 | $10,071 | $177,572-94.3% | $154,803-93.5% | $142,382-92.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.66% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,875 | $4,810-61.0% | $4,305-56.4% | $4,299-56.4% |
| Participant deferral / active EE | $827 | $6,272-86.8% | $5,540-85.1% | $6,507-87.3% |
| Admin fee / account holder | $28 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |