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 | $23,651 | $127,100-81.4% | $105,738-77.6% | $135,375-82.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -2.66% | 4.49%-7.2pp | 6.27%-8.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $3,886 | $4,107-5.4% | $3,268+18.9% | $4,779-18.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $153 | $9,087-98.3% | $6,913-97.8% | $10,827-98.6% |