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 | $25,804 | $61,660-58.2% | $80,019-67.8% | $64,186-59.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.81% | -0.33%-5.5pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $499 | $1,810-72.5% | $2,468-79.8% | $2,381-79.1% |
| Participant deferral / active EE | $913 | $2,968-69.2% | $3,686-75.2% | $3,470-73.7% |
| Admin fee / account holder | $228 | $5,417-95.8% | $6,521-96.5% | $4,888-95.3% |