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 | $34,988 | $77,813-55.0% | $123,544-71.7% | $64,186-45.5% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -4.35% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,176 | $3,014-61.0% | $4,628-74.6% | $2,381-50.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $102 | $5,519-98.1% | $9,284-98.9% | $4,888-97.9% |