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 | $37,350 | $147,167-74.6% | $111,392-66.5% | $135,375-72.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.77% | -4.44%-2.3pp | -2.06%-4.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,226 | $5,204-76.4% | $4,328-71.7% | $4,779-74.3% |
| Participant deferral / active EE | $2,104 | $6,565-68.0% | $5,567-62.2% | $5,609-62.5% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,827-100.0% |