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 7-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 | $33,488 | $99,640-66.4% | $86,436-61.3% | $134,475-75.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.58% | 6782.58%-6793.2pp | 4394.89%-4405.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $13,748 | $4,400+212.4% | $3,769+264.8% | $4,740+190.1% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $195 | $8,371-97.7% | $6,731-97.1% | $11,426-98.3% |