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 | $65,065 | $165,912-60.8% | $122,332-46.8% | $147,584-55.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 11.34% | 34.55%-23.2pp | 30.27%-18.9pp | 578.55%-567.2pp |
| Employer contribution / active EE | $31,050 | $5,754+439.6% | $4,050+666.6% | $4,876+536.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $149 | $7,424-98.0% | $5,478-97.3% | $10,885-98.6% |