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 | $14,621 | $69,518-79.0% | $59,878-75.6% | $135,375-89.2% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.7%+7.1pp | 82.6%-0.8pp |
| Annual return | -2.58% | 7.94%-10.5pp | 3.46%-6.0pp | 519.73%-522.3pp |
| Employer contribution / active EE | $8,013 | $3,235+147.7% | $2,722+194.4% | $4,779+67.7% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12 | $5,734-99.8% | $3,590-99.7% | $10,827-99.9% |