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 8-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 | $35,450 | $100,754-64.8% | $86,677-59.1% | $134,475-73.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.14% | 29.04%-46.2pp | 35.91%-53.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $13,655 | $3,489+291.3% | $2,836+381.4% | $4,740+188.1% |
| Participant deferral / active EE | $85 | $5,338-98.4% | $4,656-98.2% | $6,400-98.7% |
| Admin fee / account holder | $137 | $10,926-98.7% | $7,493-98.2% | $11,426-98.8% |