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 | $186,802 | $107,791+73.3% | $90,645+106.1% | $135,375+38.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 4.39% | -0.90%+5.3pp | 1.88%+2.5pp | 519.73%-515.3pp |
| Employer contribution / active EE | $11,656 | $3,018+286.2% | $2,532+360.4% | $4,779+143.9% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,425-100.0% | $5,609-100.0% |
| Admin fee / account holder | $167 | $5,930-97.2% | $4,994-96.7% | $10,827-98.5% |