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 9-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 | $10,286 | $73,867-86.1% | $143,757-92.8% | $68,494-85.0% |
| Participation rate | 92.4% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.5pp |
| Annual return | -16.95% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $660 | $3,184-79.3% | $4,951-86.7% | $2,596-74.6% |
| Participant deferral / active EE | $858 | $3,384-74.6% | $5,637-84.8% | $4,027-78.7% |
| Admin fee / account holder | $289 | $5,755-95.0% | $14,673-98.0% | $5,403-94.7% |