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 8-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 | $23,659 | $123,918-80.9% | $108,884-78.3% | $135,375-82.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 64.3%+35.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 0.89%-0.9pp | -0.99%+1.0pp | 519.73%-519.7pp |
| Employer contribution / active EE | $23,659 | $4,313+448.6% | $3,750+530.9% | $4,779+395.1% |
| Participant deferral / active EE | $0 | $6,949-100.0% | $6,178-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,592-100.0% | $7,560-100.0% | $10,827-100.0% |