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 | $38,612 | $142,344-72.9% | $119,609-67.7% | $134,475-71.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.21% | -12.44%-5.8pp | -14.97%-3.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $7,050 | $5,222+35.0% | $4,232+66.6% | $4,740+48.7% |
| Participant deferral / active EE | $1,638 | $6,469-74.7% | $5,602-70.8% | $6,400-74.4% |
| Admin fee / account holder | $225 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |