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 | $7,031 | $179,726-96.1% | $156,263-95.5% | $142,382-95.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.33% | 77.86%-50.5pp | 59.47%-32.1pp | 217.08%-189.7pp |
| Employer contribution / active EE | $1,727 | $5,069-65.9% | $4,333-60.1% | $4,299-59.8% |
| Participant deferral / active EE | $1,687 | $6,956-75.7% | $6,158-72.6% | $6,507-74.1% |
| Admin fee / account holder | $36 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |