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 | $27,674 | $138,065-80.0% | $123,544-77.6% | $135,375-79.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.24% | 153.68%-161.9pp | 119.20%-127.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $14,402 | $5,151+179.6% | $4,628+211.2% | $4,779+201.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $78 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |