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 | $52,104 | $84,487-38.3% | $125,339-58.4% | $66,914-22.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 8.74% | -8.39%+17.1pp | 572.05%-563.3pp | 1.58%+7.2pp |
| Employer contribution / active EE | $1,444 | $3,553-59.3% | $4,814-70.0% | $2,544-43.2% |
| Participant deferral / active EE | $1,307 | $6,781-80.7% | $7,446-82.4% | $4,237-69.2% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |