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 | $6,149 | $106,584-94.2% | $101,326-93.9% | $142,382-95.7% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 412.96% | 36.93%+376.0pp | 36.82%+376.1pp | 217.08%+195.9pp |
| Employer contribution / active EE | $1,888 | $3,956-52.3% | $3,665-48.5% | $4,299-56.1% |
| Participant deferral / active EE | $1,888 | $8,297-77.2% | $7,994-76.4% | $6,507-71.0% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |