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 | $1,630 | $111,724-98.5% | $93,606-98.3% | $145,922-98.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 0.00% | 202.98%-203.0pp | 133.20%-133.2pp | 561.29%-561.3pp |
| Employer contribution / active EE | $677 | $3,090-78.1% | $2,420-72.0% | $4,660-85.5% |
| Participant deferral / active EE | $770 | $4,912-84.3% | $4,411-82.5% | $6,688-88.5% |
| Admin fee / account holder | $5 | $10,250-100.0% | $8,285-99.9% | $13,397-100.0% |