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 | $210,136 | $100,901+108.3% | $75,670+177.7% | $147,584+42.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 0.00% | 35.78%-35.8pp | 27.34%-27.3pp | 578.55%-578.5pp |
| Employer contribution / active EE | $222 | $3,253-93.2% | $2,352-90.6% | $4,876-95.5% |
| Participant deferral / active EE | $500 | $4,027-87.6% | $3,142-84.1% | $5,439-90.8% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |