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 | $13,012 | $91,911-85.8% | $68,793-81.1% | $135,375-90.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 42.09% | -8.22%+50.3pp | -4.63%+46.7pp | 519.73%-477.6pp |
| Employer contribution / active EE | $722 | $3,924-81.6% | $2,625-72.5% | $4,779-84.9% |
| Participant deferral / active EE | $90 | $4,315-97.9% | $3,311-97.3% | $5,609-98.4% |
| Admin fee / account holder | $3 | $9,240-100.0% | $5,131-99.9% | $10,827-100.0% |