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 | $14,673 | $97,044-84.9% | $83,333-82.4% | $135,375-89.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.79% | 12.31%-16.1pp | 10.63%-14.4pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,358 | $4,143-67.2% | $3,379-59.8% | $4,779-71.6% |
| Participant deferral / active EE | $1,127 | $5,964-81.1% | $5,565-79.7% | $5,609-79.9% |
| Admin fee / account holder | $208 | $8,380-97.5% | $7,510-97.2% | $10,827-98.1% |