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 | $22,645 | $85,790-73.6% | $67,313-66.4% | $135,375-83.3% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -4.53% | -0.54%-4.0pp | -4.08%-0.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,963 | $3,487-43.7% | $2,566-23.5% | $4,779-58.9% |
| Participant deferral / active EE | $809 | $4,651-82.6% | $3,568-77.3% | $5,609-85.6% |
| Admin fee / account holder | $242 | $6,392-96.2% | $4,507-94.6% | $10,827-97.8% |