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 | $119,445 | $90,590+31.9% | $90,782+31.6% | $135,375-11.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | 7.47% | -3.40%+10.9pp | -3.42%+10.9pp | 519.73%-512.3pp |
| Employer contribution / active EE | $4,435 | $4,352+1.9% | $4,105+8.0% | $4,779-7.2% |
| Participant deferral / active EE | $1,375 | $5,407-74.6% | $5,366-74.4% | $5,609-75.5% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |