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 | $132,763 | $65,041+104.1% | $90,951+46.0% | $79,858+66.2% |
| Participation rate | 96.7% | 61.6%+35.1pp | 69.0%+27.7pp | 69.6%+27.0pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,066 | $1,247-14.5% | $2,122-49.8% | $2,471-56.9% |
| Participant deferral / active EE | $113 | $2,512-95.5% | $3,373-96.6% | $3,740-97.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |