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 6-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 | $187,782 | $54,726+243.1% | $68,793+173.0% | $64,186+192.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 7.58% | -1.62%+9.2pp | -4.63%+12.2pp | 7.63%-0.1pp |
| Employer contribution / active EE | $12,261 | $1,846+564.2% | $2,625+367.1% | $2,381+415.0% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $255 | $4,027-93.7% | $5,131-95.0% | $4,888-94.8% |