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 9-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 | $27,583 | $67,331-59.0% | $60,874-54.7% | $134,475-79.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.99% | 49.93%-66.9pp | 16.90%-33.9pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,953 | $3,096-4.6% | $2,701+9.3% | $4,740-37.7% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $149 | $4,582-96.8% | $3,224-95.4% | $11,426-98.7% |