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 | $27,203 | $211,958-87.2% | $169,463-83.9% | $135,375-79.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.61% | 3.26%-5.9pp | 1.83%-4.4pp | 519.73%-522.3pp |
| Employer contribution / active EE | $17,704 | $5,120+245.8% | $4,159+325.7% | $4,779+270.5% |
| Participant deferral / active EE | $995 | $6,075-83.6% | $5,277-81.1% | $5,609-82.3% |
| Admin fee / account holder | $18 | $11,471-99.8% | $9,109-99.8% | $10,827-99.8% |