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 | $18,751 | $76,000-75.3% | $154,107-87.8% | $64,186-70.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.16% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,237 | $3,351-3.4% | $5,298-38.9% | $2,381+36.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11 | $5,596-99.8% | $13,411-99.9% | $4,888-99.8% |