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 10-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 | $107,701 | $84,695+27.2% | $73,843+45.9% | $125,391-14.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.10% | 3123.53%-3123.6pp | 2267.84%-2267.9pp | 282.22%-282.3pp |
| Employer contribution / active EE | $6,076 | $3,123+94.6% | $2,787+118.0% | $4,866+24.9% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |