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 | $28,073 | $211,958-86.8% | $169,463-83.4% | $135,375-79.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.80% | 3.26%-12.1pp | 1.83%-10.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $434 | $5,120-91.5% | $4,159-89.6% | $4,779-90.9% |
| Participant deferral / active EE | $434 | $6,075-92.9% | $5,277-91.8% | $5,609-92.3% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |