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 | $21,678 | $95,862-77.4% | $79,550-72.7% | $134,475-83.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -10.44% | -2.69%-7.8pp | 0.16%-10.6pp | 417.96%-428.4pp |
| Employer contribution / active EE | $4,680 | $3,128+49.6% | $2,413+94.0% | $4,740-1.2% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $102 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |