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 | $100,970-93.9% | $96,576-93.6% | $137,256-95.5% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 412.96% | 38.16%+374.8pp | 38.47%+374.5pp | 220.34%+192.6pp |
| Employer contribution / active EE | $1,888 | $3,809-50.4% | $3,553-46.9% | $4,156-54.6% |
| Participant deferral / active EE | $1,888 | $8,286-77.2% | $7,956-76.3% | $6,407-70.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |