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 6-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 | $15,065 | $110,261-86.3% | $95,745-84.3% | $139,434-89.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.46% | 27.11%-17.6pp | 28.35%-18.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $8,962 | $3,257+175.1% | $2,835+216.2% | $4,751+88.6% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,245-100.0% | $6,710-100.0% |
| Admin fee / account holder | $168 | $6,613-97.5% | $5,678-97.0% | $11,403-98.5% |