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 | $45,650 | $92,703-50.8% | $82,719-44.8% | $134,475-66.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.78% | 944.92%-960.7pp | 701.18%-717.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,500 | $3,274+6.9% | $3,009+16.3% | $4,740-26.2% |
| Participant deferral / active EE | $793 | $4,802-83.5% | $4,395-82.0% | $6,400-87.6% |
| Admin fee / account holder | $85 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |