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 | $64,918 | $117,690-44.8% | $71,735-9.5% | $134,475-51.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -17.25% | 25.44%-42.7pp | 9.14%-26.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $16,500 | $2,525+553.6% | $1,704+868.4% | $4,740+248.1% |
| Participant deferral / active EE | $300 | $3,759-92.0% | $2,658-88.7% | $6,400-95.3% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |