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 | $50,647 | $85,790-41.0% | $67,313-24.8% | $135,375-62.6% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.1%+25.9pp | 82.6%+12.4pp |
| Annual return | -5.06% | -0.54%-4.5pp | -4.08%-1.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,735 | $3,487+64.5% | $2,566+123.5% | $4,779+20.0% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $184 | $6,392-97.1% | $4,507-95.9% | $10,827-98.3% |