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 | $11,349 | $117,690-90.4% | $71,735-84.2% | $134,475-91.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -16.98% | 25.44%-42.4pp | 9.14%-26.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,516 | $2,525-40.0% | $1,704-11.1% | $4,740-68.0% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $213 | $6,379-96.7% | $3,974-94.6% | $11,426-98.1% |