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 | $25,482 | $84,695-69.9% | $73,843-65.5% | $125,391-79.7% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -1.71% | 3123.53%-3125.2pp | 2267.84%-2269.6pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,761 | $3,123-11.6% | $2,787-1.0% | $4,866-43.3% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12 | $5,691-99.8% | $4,880-99.7% | $9,540-99.9% |