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 | $26,991 | $92,703-70.9% | $82,719-67.4% | $134,475-79.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.47% | 944.92%-960.4pp | 701.18%-716.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,102 | $3,274-5.3% | $3,009+3.1% | $4,740-34.6% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,400-100.0% |
| Admin fee / account holder | $245 | $5,983-95.9% | $5,329-95.4% | $11,426-97.9% |