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 10-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 | $22,388 | $138,065-83.8% | $123,544-81.9% | $135,375-83.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.53% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,235 | $5,151-76.0% | $4,628-73.3% | $4,779-74.1% |
| Participant deferral / active EE | $1,476 | $6,799-78.3% | $6,426-77.0% | $5,609-73.7% |
| Admin fee / account holder | $147 | $10,916-98.7% | $9,284-98.4% | $10,827-98.6% |