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 | $47,136 | $90,320-47.8% | $59,496-20.8% | $125,391-62.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -0.63% | 369.13%-369.8pp | 182.05%-182.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $674 | $1,792-62.4% | $1,153-41.5% | $4,866-86.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $35 | $3,063-98.8% | $2,232-98.4% | $9,540-99.6% |