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 | $96,122 | $84,695+13.5% | $73,843+30.2% | $125,391-23.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 3.06% | 3123.53%-3120.5pp | 2267.84%-2264.8pp | 282.22%-279.2pp |
| Employer contribution / active EE | $3,363 | $3,123+7.7% | $2,787+20.6% | $4,866-30.9% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14 | $5,691-99.8% | $4,880-99.7% | $9,540-99.9% |