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 10-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 | $122,106 | $52,903+130.8% | $73,307+66.6% | $59,632+104.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 0.32% | 12.20%-11.9pp | 5.67%-5.4pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $13,333 | $1,909+598.6% | $3,237+311.9% | $2,203+505.3% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |