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 5-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 | $76,615 | $84,695-9.5% | $73,843+3.8% | $125,391-38.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.79% | 3123.53%-3122.7pp | 2267.84%-2267.0pp | 282.22%-281.4pp |
| Employer contribution / active EE | $3,779 | $3,123+21.0% | $2,787+35.6% | $4,866-22.3% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24 | $5,691-99.6% | $4,880-99.5% | $9,540-99.7% |