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 | $11,361 | $107,015-89.4% | $73,545-84.6% | $147,584-92.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 5.29% | 38.25%-33.0pp | -15.16%+20.5pp | 578.55%-573.3pp |
| Employer contribution / active EE | $2,338 | $1,760+32.8% | $1,219+91.8% | $4,876-52.1% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $217 | $3,055-92.9% | $2,320-90.6% | $10,885-98.0% |