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 9-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 | $59,237 | $211,958-72.1% | $169,463-65.0% | $135,375-56.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.72% | 3.26%-7.0pp | 1.83%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $30,468 | $5,120+495.1% | $4,159+632.6% | $4,779+537.6% |
| Participant deferral / active EE | $848 | $6,075-86.0% | $5,277-83.9% | $5,609-84.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |