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 | $73,486 | $43,327+69.6% | $59,878+22.7% | $64,186+14.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 1.42% | -1.55%+3.0pp | 3.46%-2.0pp | 7.63%-6.2pp |
| Employer contribution / active EE | $10,208 | $2,028+403.2% | $2,722+275.1% | $2,381+328.8% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $163 | $3,005-94.6% | $3,590-95.5% | $4,888-96.7% |