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 9-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 | $112,200 | $112,300-0.1% | $90,223+24.4% | $125,391-10.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.76% | -0.57%-0.2pp | 1.31%-2.1pp | 282.22%-283.0pp |
| Employer contribution / active EE | $3,029 | $5,181-41.5% | $4,378-30.8% | $4,866-37.7% |
| Participant deferral / active EE | $1,991 | $6,733-70.4% | $5,792-65.6% | $5,352-62.8% |
| Admin fee / account holder | $15 | $10,990-99.9% | $7,406-99.8% | $9,540-99.8% |