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 | $1,449 | $72,396-98.0% | $67,511-97.9% | $145,959-99.0% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 0.00% | 7194.07%-7194.1pp | 3517.41%-3517.4pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,449 | $3,071-52.8% | $2,733-47.0% | $4,661-68.9% |
| Participant deferral / active EE | $0 | $4,781-100.0% | $4,000-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,538-100.0% | $3,999-100.0% | $13,398-100.0% |