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 8-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 | $10,367 | $95,862-89.2% | $79,550-87.0% | $134,475-92.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.69% | -2.69%-17.0pp | 0.16%-19.8pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,986 | $3,128-4.5% | $2,413+23.7% | $4,740-37.0% |
| Participant deferral / active EE | $455 | $4,693-90.3% | $3,985-88.6% | $6,400-92.9% |
| Admin fee / account holder | $195 | $9,126-97.9% | $6,832-97.2% | $11,426-98.3% |