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 | $5,871 | $159,602-96.3% | $150,045-96.1% | $142,382-95.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.81% | 70.24%-47.4pp | 62.55%-39.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,384 | $4,961-72.1% | $4,693-70.5% | $4,299-67.8% |
| Participant deferral / active EE | $2,106 | $8,310-74.7% | $7,997-73.7% | $6,507-67.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |