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 | $21,165 | $43,723-51.6% | $121,196-82.5% | $64,186-67.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -1.91% | 68.91%-70.8pp | 16.93%-18.8pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,728 | $1,296+110.4% | $4,022-32.2% | $2,381+14.6% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $278 | $3,501-92.1% | $5,019-94.5% | $4,888-94.3% |