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.
See the 7-year trajectory. $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,133 | $81,900+67.4% | $119,609+14.7% | $68,494+100.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 11.39% | -23.82%+35.2pp | -14.97%+26.4pp | -7.84%+19.2pp |
| Employer contribution / active EE | $14,487 | $2,693+437.9% | $4,232+242.3% | $2,596+458.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |